"Planned Giving Comedy Hour: Painful Career Lessons Learned from 20 Years in the Gift Planning Trenches"
Bryan Clontz, CFP(R), CLU, ChFC, CAP(R), AEP(R)
Founder and President
Charitable Solutions, LLC
This comedic jaunt through the always funny topics of death and taxes is designed to help us laugh at our strange profession, generally, and at Bryan's wince-inducing personal stories more specifically.
Thank You to Our Breakfast Partner:
"Words That Work in Major and Planned Gift Communications"
Russell James, J.D. Ph.D., CFP(R)
Professor, Department of Personal Financial Planning
Texas Tech University
This presentation shares results from the series of surveys uncovering the words and phrases that work best to encourage interest in planned giving. Learn practical, scientifically-based approaches that will increase your effectiveness in communication about planned giving.
Thank you to Our Breakout Partners: