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)

APPROVED Continuing Education Credits:

• American Bankers Association - 4.5 CTFA credit
• West Virginia Bar –  4 Hours
• Ohio Bar - 3.75 Hours
• National Association of State Boards of Accountancy  - 4 CPE credits

PENDING Continuing Education Credits: 

• Certified Financial Planners

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 julie.posey@pacfwv.com