WEDU PBS and the Community Foundation of Tampa Bay will hold the 11th Annual Estate & Tax Planning Seminar with continuing education credits on September 22, 2016. Noted experts will provide the latest information and advanced strategies to help attorneys, financial planners, CPAs and wealth management advisors remain current in the financial planning field and better assist their clients.

Thursday, September 22, 2016, 7:30-11:30 a.m.
at the Berkman Family Broadcast Center (WEDU PBS)



Bryan Clontz

Bryan Clontz, CFP®, CLU, ChFC, AEP, CAP

Bryan serves as the president and co-founder of Charitable Solutions, LLC. He has extensive experience in planned giving consulting, charitable gift annuities, non-cash asset receipt/disposition and donor advised funds. He has given more than 400 presentations on financial planning and planned giving topics and has been published in an international insurance textbook.


Continuing Education credits (3) will be applied for through The Florida Bar, The Florida Institute of Certified Public Accountants, Certified Financial Planner Board of Standards and the Institute of Certified Bankers

For questions about this event, contact Nancy Curry, Vice President of Major & Planned Gifts, at (813)739-2959.

Photos from the 2015 seminar

Held September 17, 2015 at WEDU PBS

Click the arrows to browse, or view the photo gallery on Flickr.