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Join us for breakfast followed by a special presentation titled “Top 7 Charitable Trends, Sins and Ethical Conundrums” by Bryan Clontz, President of Charitable Solutions, L.L.C.
As attorneys and other professional advisors become more involved with high net worth comprehensive planning, many are directly or indirectly involved with charitable planning. Attendees for this interactive session will learn about charitable planning trends and sins as well as 3 real-world charitable ethical cases studies.
Click here to learn more about resources for professional advisors and their clients offered by the Community Foundation.
Wednesday, October 18
The Fort Worth Club
1 hour of CPE credit and .5 hours of Ethics CLE credit available
CPE credit details
Credit hours: 1.0
Sponsor: Rylander, Clay & Opitz, LLP (TSBPA sponsor ID 000043)
“We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.”
Thank you to our series sponsors.
SAVE THE DATE
Thursday, November 30
Amon Carter Museum
Complimentary beer, wine and appetizers will be provided.
The WORTHawareness event is the first member-only event of the 2017-18 grant cycle. If you would like to join WORTH: The Next Generation of Philanthropists visit the WORTH page on our website or call 817.877.0702.
WORTH is proud to partner with the Amon Carter Museum, who has generously agreed to host the first educational event in the grant cycle.