November 14, 2017 Luncheon

Date: Tuesday, November 14, 2017
Time: 11:30am - 1:30pm
Location: West Shore Country Club
Speaker: Glenn Garbutt

Join us November 14, 2017 for Lunch and

"Charitable Planning Essentials" 

  • Smarter ways you can help your clients give, and different types of assets they can donate along with some tax basics.
  • Strategic solutions you can show your clients to help them give more effectively and efficiently.
  • Key resources you can offer up to help your clients select nonprofit organizations to help them make informed decisions. 

With Glenn Garbutt from Fidelity Charitable


Thank you to our sponsor!

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