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PlantoGive_Logo_Transparent - WHT (1).png

Exploring Charitable Exit Strategies

Tampa Bay's 10   Annual


​10 years of inspiring charitable giving strategies inTampa Bay's financial professionals.

WED. NOV 9 | 7:30 am - 11:30 am

Save the Date

Palma Ceia Golf and Country Club

1601 S MacDill Ave, Tampa, FL 33629

Speakers include Bob Doll from Crossmark Global Investments &
Jeanne McMains from the National Christian Foundation.

Chief Investment Officer

Crossmark Global Investments

EVP, Offerings & Marketing

National Christian Foundation

The conference will also feature a panel of FAs, business owners, and attorneys, who will discuss their experiences with charitable exit strategies.

3 credits of CE (CFP, CLE, CPE) available

Registration opening soon
beginning at $75

1901 Ulmerton Rd. STE 400

Clearwater, FL 33762

Tel: 813-567-1499

Fax: 813-567-1504

visit our website at

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