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CFT and SMU to host 2023 Professional Seminar

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CFT and SMU to host 2023 Professional Seminar

2023 CFT/SMU Professional Seminar on May 9 to feature keynote speaker Bryan Clontz.

Professional advisors (CPAs, financial advisors/planners, attorneys, estate planners, wealth managers, and more) are invited to attend our annual 2023 Professional Seminar in partnership with Southern Methodist University to discuss Creative Charitable Planning with Non-Cash Assets with Bryan Clontz on May 9, 2023 from 8:00 – 11:00 am. Continuing Education Credits: CFP/CPE/MCLE – 2.0 hour credit

Keynote Speaker

Bryan Clontz
Founder and President of Charitable Solutions, LLC

Bryan 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.

Bryan is also the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust – two national donor advised funds focusing on non-cash assets generally and S-corp transactions, respectively. He is also the founder and president of The Emergency Assistance Foundation, Inc.– a global charity that allows employers to create emergency assistance and disaster relief funds for their employees. As of 2020, EAF works with more than 300 employers and 10 million employees. Finally, Bryan created the National Gift Annuity Foundation, the largest national independent gift annuity platform.

Tuesday, May 9, 2023
8:00 – 11:00 am

Communities Foundation of Texas
5500 Caruth Haven Ln Dallas, TX

Breakfast will be provided. Parking is available on-site.
Doors will open at 7:30 am
Limited seating | Registration $90

Carolyn A. Newham, J.D.
Carolyn A. Newham, J.D.
General Counsel and Corporate Secretary

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