Continuing Education Opportunity: Creative Charitable Planning for Trusted Advisors, 29 October | AllEvents

Continuing Education Opportunity: Creative Charitable Planning for Trusted Advisors

Parkersburg Area Community Foundation

Highlights

Wed, 29 Oct, 2025 at 01:00 pm

4 hours

Parkersburg Country Club

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Date & Location

Wed, 29 Oct, 2025 at 01:00 pm to 05:00 pm (EDT)

Parkersburg Country Club

4910 River Rd, Vienna, WV 26105-1392, United States

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About the event

Continuing Education Opportunity: Creative Charitable Planning for Trusted Advisors
Topic: Advanced Strategies for Non-Cash Gifts and Donor Advised Funds

Join us for a dynamic, interactive learning session designed for professional advisors (including attorneys, CPAs, financial planners, insurance professionals, and trust officers) who assist clients with charitable and estate planning.

Led by nationally recognized expert Bryan Clontz, the session will cover:

- Strategies for maximizing charitable impact using non-cash assets (real estate, mineral rights, business interests, etc.)

-Innovative solutions to complex planning scenarios involving donor advised funds.

-Real-life case studies that combine tax, legal, investment, and philanthropic expertise.

Learning session (1:00pm - 5:00pm)
Networking and refreshments (5:00pm - 6:00pm)

CE credits pending. Space is limited — reserve your spot today.

Please RSVP to the Calendly Date of October 29 to attend this free course, hosted by the Parkersburg Area Community Foundation. Alternatively, you can email anVsaWUgISBwb3NleSB8IHBhY2Z3diAhIGNvbQ==


Also check out other Nonprofit events in Vienna, Workshops in Vienna.

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Ticket Info

Tickets for Continuing Education Opportunity: Creative Charitable Planning for Trusted Advisors can be booked here.

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Nearby Hotels

Parkersburg Country Club, 4910 River Rd, Vienna, WV 26105-1392, United States
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Host Details

Parkersburg Area Community Foundation

Parkersburg Area Community Foundation

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Continuing Education Opportunity: Creative Charitable Planning for Trusted Advisors, 29 October | AllEvents
Continuing Education Opportunity: Creative Charitable Planning for Trusted Advisors
Wed, 29 Oct, 2025 at 01:00 pm