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DTSTART:20230517T170000Z
DTEND:20230517T203000Z
LOCATION:NEW LOCATION - ArtsQuest
UID:2262520230517T170000ZEPCLV Annual Meeting & Creative Charitable Planning with Noncash Assets
DTSTAMP:20260430T040031Z
DESCRIPTION:\nPlease join us on May 17th at ArtsQuest for EPCLV Annual Meeting & Creative Charitable Planning with Noncash Assets" by Bryan Clontz Ph.D., CFP, CAP.  \n \n1:00-1:30 Registration\n \n1:30-2:00 Annual Meeting\n \n2:00-4:15 Presentation\n \n4:15-5:00 Networking & Cocktails\n \nTwo continuing education credits are pending approval for CLE, CFP, Pennsylvania Insurance, CPA, CTFA and PACE.\n  \nBryan Clontz is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tuscon, AZ. \nHe has given more than 2,000 presentations on charitable gift planning and community foundation topics (including the National Committee on Planned Giving Conferences, American Council on Gift Annuities and more than 50 speeches at national community foundation conferences – COF, ADNET, FAOG); been published in an international insurance textbook; and authored a book called Charitable Gifts of Noncash Assets, a planned giving manual entitled Just Add Water, and a dozen articles in financial services and planned giving journals. Bryan chaired the inaugural statewide Leave a Legacy Georgia! Campaign involving more than 400 charities. He has served as an expert witness on charitable gift annuity default and reinsurance involving an Arizona charitable bankruptcy and as a donor advised fund expert witness for a Virginia bankruptcy. He is the co-inventor of a proprietary CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite) based on an actuarial study he co-authored for the Society of Actuaries on CGA Mortality. \n  \nRegistration is free for EPCLV members and future members are encouraged to attend. \n  \nThank you to our Gold Sponsor and Host: \n
SUMMARY:EPCLV Annual Meeting & Creative Charitable Planning with Noncash Assets - Estate Planning Council of the Lehigh Valley 
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