Continuing Education Opportunity: Creative Charitable Planning for Trusted Advisors

Name: Continuing Education Opportunity: Creative Charitable Planning for Trusted Advisors
Start: 2025-10-29T13:00:00-04:00
End: 2025-10-29T17:00:00-04:00
Location: Parkersburg Country Club

Schedule

Wed Oct 29 2025 at 01:00 pm to 05:00 pm

UTC-04:00

Location

Parkersburg Country Club | Vienna, WV

Topic: Advanced Strategies for Non-Cash Gifts and Donor Advised Funds
Join us for a dynamic, interactive learning session designed for professional advisors (including attorneys, CPAs, financial planners, insurance professionals, and trust officers) who assist clients with charitable and estate planning.
Led by nationally recognized expert Bryan Clontz, the session will cover:
- Strategies for maximizing charitable impact using non-cash assets (real estate, mineral rights, business interests, etc.)
-Innovative solutions to complex planning scenarios involving donor advised funds.
-Real-life case studies that combine tax, legal, investment, and philanthropic expertise.
Learning session (1:00pm - 5:00pm)
Networking and refreshments (5:00pm - 6:00pm)
CE credits pending. Space is limited — reserve your spot today.
Please RSVP to the Calendly Date of October 29 to attend this free course, hosted by the Parkersburg Area Community Foundation. Alternatively, you can email [email protected]