Join us for the 6th Annual Plan to Give Conference

Wednesday, November 7th | 7:30am – 11:45am

The purpose of this conference is to inspire and educate financial professionals in the Tampa Bay area to champion the cause of generosity and philanthropy by serving their clients using advanced charitable planning techniques and timeless wisdom.

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Each presentation has been approved for an hour of CFP and CLE Continuing Education Credit, totaling 3 hours.