Highlighting our talented team’s speaking engagements or conference exhibitions around the country.
Come see us, we’d love to say hi!
Estate Planning Council of Naples
Annual Success Event: Anatomy of an LLC Operating Agreement; The Best Laid Plans-Planning of the Surviving Spouse; Income Shifting-Everything Past is Prologue
Association for Healthcare Philanthropy
Southeast Goodwill Conference
Integrating Blended Gifts into Fundraising Efforts
St. Petersburg, FL
Texas Association of Community College Foundations
Annual Conference; How to Solicit a Gift and How to Develop & Implement a Fundraising Strategic Plan
San Antonio, TX
American Council on Gift Annuities
34th ACGA Gift Planning Conference