Do your and your clients have a Giving Strategy?
Plan To Give Alabama 2024
When?
Thursday, November 14th
8:00 AM - 11:15 AM
Where?
Grand Bohemian Mt. Brook
2655 Lane Park Rd, Birmingham, AL 35223
Who?
Financial Advisors, Attorneys, CPAs and their clients who want to learn more about how to maximize their exit strategy for charitable purposes
Schedule
8:00-8:30 - Welcome & Breakfast
8:30-9:15 - Session 1 with Jeanne Mcmains
9:15-9:30 - Q&A
9:30-9:45 - Break
9:45-10:45 - Session 2 with Michael King and Mike Booth
10:45-11:00 - Q&A
11:00-11:15 - Closing
Vision & Purpose
Plan to Give is a half day conference brought to you by NCF Alabama with the hope to inspire and educate financial professionals throughout the state to champion the cause of generosity and philanthropy by serving their clients using advanced charitable planning techniques and timeless wisdom.
Continuing Education Credit
Attendees are eligible to receive 2 hours of CE, CPE, or CLE Credit