Plan to Give – August 21
Plan to Give is a faith-based Professional Advisors conference presented by National Christian Foundation Indiana and our generous Teammate sponsors
As professional advisors, we know you understand the importance of helping individuals and families make wise decisions about stewarding their wealth and leaving a generous legacy for generations to come. At Plan to Give, learn from experts in the fields of estate planning, charitable giving, and asset management and network with industry peers, community leaders, and centers of influence.
This is a half-day conference taking place on 2 different days, one in Carmel, IN and one in Ft. Wayne, IN. For conference details and registration for Plan to Give Ft. Wayne, please visit this page.
Wednesday, August 21, 2024
8:00am – 1:00pm
Iron & Ember
12120 Brookshire Pkwy, Carmel, IN 46033
Attendees are eligible to receive up to 3 hours of CFP (Certified Financial Planner) and CKA (Certified Kingdom Advisor) credit. Breakfast, lunch, conference materials, and CE credits are included.
This is a free event, but registration is required, and space is limited so register early and don’t miss this year’s Plan to Give!
Sessions
- Legacy Starts Now: Wealth transfer strategies to help clients build thriving family legacies
- Understanding Giving Vehicles and How They Work Together
- The Non-Cash Giving Conversation with case studies
Speakers
- Rachael Watson, NCF Gift Planning Attorney & Manager, Gift Planning Team
- Jeanne McMains, NCF EVP, Marketing and Offerings
- Connie Hougland, NCF VP, Charity Experience & Market Strategy
- Audra Ames, Certified Financial Planner, Valeo Financial Advisors, LLC
Email Ty Davis(tdavis@ncfgiving.com) with event questions or changes to your registration.
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Interested in partnering with NCF Indiana to disciple and build generous community through upcoming events, including future Plan to Give Conferences? Email Anna Campbell at acampbell@ncfgiving.com for more information on becoming a Teammate sponsor.