May 14, 2019
Planned Giving Council Breakfast Meeting
Bryan K. Clontz,
President and Co-Founder, Charitable Solutions, LLC, Jacksonville, FL
"Creative Charitable Planning with Noncash Assets"
Bryan will cover how to maximize donor/client deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. Noncash assets are estimated to be a 50 trillion+ market. This highly interactive session will employ case studies to illuminate key points.
Embassy Suites - WPB Airport
1601 Belvedere Rd., West Palm Beach, FL
Networking & Breakfast: 7:45-8:05 am
Welcome & Introductions: 8:05-8:30 am
Program: 8:30-9:15 am
Close & Announcements: 9:15-9:30 am
2018-2019 PLATINUM SPONSOR
If you are interested in joining Planned Giving Council of Palm Beach County, we would be happy to have you! Membership dues are $250 and you may join online at www.PalmBeachPlannedGiving.org or click here for a Membership Form to mail.
Location: Embassy Suites Hotel, 1601 Belvedere Road, West Palm Beach, FL 33406