Find all details and register at ncfgiving.com/michigan/plantogive.
Please join us at the inaugural Plan to Give conference, proudly hosted by National Christian Foundation Michigan and presented by Crossmark Global Investments and Kingdom Advisors. This free, educational event is designed for financial, tax, and legal professionals in the West Michigan region. Our gathering features insights from nationally renowned speakers and techniques to incorporate innovative charitable planning into your clients’ financial strategies.
>> Economy and market update. Legacy and wealth transfer insights. Opportunity to earn CFP® and CKA® credit.
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 this half-day event, we’ll network with industry peers and learn from experts in the fields of estate planning, charitable giving, and asset management.
Plan to Give is designed with these professionals in mind: attorneys, CPAs, family office associates/partners, financial advisors/planners, investment managers, private bankers, trust officers, and wealth managers.
>> Program
Keynote: Economic outlook and faith-based investing
Robert C. Doll, CFA®, President and CEO, CIO, Crossmark Global Investments
Session: Legacy starts now
Rachael Watson, Gift Planning Attorney, National Christian Foundation
Panel: Family dynamics in generosity
Dave Johnson, President, NCF Michigan
Learn more and register at ncfgiving.com/michigan/plantogive.
Also check out other Business events in Grand Rapids, Conferences in Grand Rapids, Nonprofit events in Grand Rapids.
