Plan to Give 2023
Plan to Give 2023 focuses on the great wealth transfer and its charitable implications for women and families managing businesses and substantial wealth. It aims to empower financial, tax, and legal professionals to address the unique needs of their clients. Technical considerations and details will be addressed, along with matters of the heart and family dynamics. The goal is to prepare advisory teams to serve their clients well.
Investment, tax, legal, and planning aspects for exit, succession, and wealth transfer
Charitable and asset-based giving strategies
Relational, family, and legacy considerations
Experiences and insights shared from the perspective of women
Economy and markets – observations and predictions
Network with industry peers, community leaders, and centers of influence.
Register early and don’t miss this year’s Plan to Give!
Attendees are eligible to receive up to 3 hours of CE credit (CFP, CLE, CPE, & CKA!)
Wed. November 8, 2023
7:30AM - 11:45AM
1910 N Ola Ave. Tampa, FL 33602
Individual Ticket - $75
Group of 5 Tickets- $325
Group of 10 Tickets- $625
Who Should Attend?
Investment, Tax, Legal, CEPA, and M&A Professionals
Influential Women, Business Owners
Non-Profit & Community Leaders