Charitable Solutions Expert Bryan Clontz is our featured speaker for May

PPP of Nashville is pleased to welcome Bryan Clontz as the featured speaker for our annual "Super Session." Mr. Clontz will present on "Creative Charitable Planning with Non-Cash Assets" in the morning session, and "Planned Giving on a Shoe String Budget" in the afternoon session.

Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP, serves as the president and co-founder of Charitable Solutions, LLC. Over the last 18 years, he has served as the director of planned giving for the United Way of Metropolitan Atlanta, director of planned giving at the national office of Boys & Girls Clubs of America and as vice president of advancement at The Community Foundation for Greater Atlanta. Bryan has extensive experience in planned giving consulting, charitable gift annuities, non-cash asset receipt/disposition and donor advised funds.

He received a bachelor's degree in business administration from the College of Charleston, a master's degree in risk management and insurance from Georgia State University and a master's degree in financial services from The American College. At 24, Bryan became the youngest South Carolinian to earn the Certified Financial Planner designation (CFP®), and subsequently earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP) and Chartered Advisor in Philanthropy (CAP) designations.

From 2000-2005, he served as a part-time graduate instructor teaching personal financial planning in the Department of Risk Management and Insurance in Georgia State University's J. Mack Robinson School of
Business. He has given more than 500 presentations on financial planning and planned giving topics and has been published in an international insurance textbook. In addition to writing more than a dozen articles for financial services and planned-giving journals, he authored a planned giving manual entitled Just Add Water, which has sold more than 2,000 copies.

Bryan served on the National Committee on Planned Giving Board (2007-2010), editorial board of the Planned Giving Design Center, the Rate Recommendation and the Research Committee of the American Council on Gift Annuities (2003-2010), and on the Advisory Board of the American College Chartered Advisor in Philanthropy (CAP) designation program.
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Event Details

Date & Time
Wednesday, May 2, 2012

9:30 am - 1:00 pm (registration begins at 9:00 am)


Location
Frist Lecture Hall
Gordon Inman Center
Belmont University

Cost

Full Session:
$40 PPP Members
$50 Non-Members

Single Session & Lunch:
$20 PPP Members
$25 Non-Members

Reservations