10:00 AM - Top Ten Trends Every Advisor Should Know for 2022
Bryan Clontz of Charitable Solutions Team
11:00 AM - Charitable Giving and Estate Gifts
Sheila Kinman and Denyve Boyle of Community Foundation Tampa Bay
12:00 PM - BYO Lunch and enjoy Zoom Room time with animals from SPCA Tampa Bay (critter videos, animal trivia and great giveaways.
1:00 PM - Old Dogs, New Tricks. Connecting Across the Generations
Dr. Robert Tiller, Author, Professor, and Financial Planning Practitioner
2:00 PM - A Discussion on Professional Ethics
Andy Gaunce of Gaunce Law
Attend one (1) session, all sessions, or any combination of sessions.
Provider: Financial Planning Association of Tampa Bay
CLE: This seminar has been accepted by Florida Bar Association for CLE. General: 3.5 hours; Ethics: 1.0 hour; Wills, Trusts and Estates: 3.5 hours.
For CFP Professionals:
Each session accepted for one (1) hour of continuing education by CFP Board.
CTFA and CFMP Certificants:
American Bankers Association (ABA) Professional Certifications has approved Estate Planning & Charitable Giving Seminar for: 4.75 CTFA, 1.25 CFMP credits. APPROVED NON-ABA CE search for training will appear as: Financial Planning Association of Tampa Bay | Estate Planning & Charitable Giving Seminar.
CPA and other professional designations:
Credits may also be applied toward professional recertification requirement for CPA, CLU®, ChFC®, RICP®, CLF®, CASL®, ChSNC®, FSCP®, and WMCP®. Credits may also be applied toward recertification requirements for AAMS®, ADPA®, ABFP, APMA®, CRPC®, CRPS®, SCRIC®, FPQP®, LUTCF®, WMS®.
It's Zoom. If your pet makes an appearance during the meeting... no worries. We're encouraging it. But no barking allowed... hit that mute button.
Thanks to our friends at Sabal Trust for sponsoring this event.