Continuing Education Seminar with Bryan Clontz
Bryan Clontz, Ph.D., CFP, CLU, ChFC, CAP, AEP, RICP and CBP, is a veteran of the community foundation world. He specializes in noncash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and life insurance appraisals/audits. His seminar topics will cover "Creative Charitable Planning with Non-Cash Assets" and "Top 10 Charitable Trends Every Advisor Should Know in 2018."
Anticipated Continuing Education Credits
- CLE: 3.6 hours
- CPE: 3.5 hours
- CFP: 3.5 hours
- CTFA: 3.75 hours