Topic: Top 10 Charitable Trends that Every Advisor Should Know
Speaker: Bryan Clontz, PhD, CFP®, CAP®

Registration: https://us02web.zoom.us/webinar/register/7016274215981/WN_b5OLKQbvTQaZQ_6Hjre0ZQ

The Oregon Jewish Community Foundation (OJCF) invites you to attend this webinar of the OJCF Professional Advisors Group (PAG). The speaker, Bryan Clontz, is a nationally-recognized expert and dynamic speaker on planned giving. Bryan’s presentation will address the trends that are changing the charitable planning landscape: What are the hot vehicles and assets right now? How will demographics change charitable planning? What kind of grade should advisors get in working with clients on charitable plans? How are charities and advisors dealing with ubiquitous charitable planning information? These are just a sampling of the provocative topics that will be covered.

OJCF’s PAG is comprised of professional advisors in various legal and financial fields who support the mission of OJCF. They assist the foundation by promoting charitable planned giving; participating in educational programs; and consulting with and providing direction to OJCF staff and leadership regarding technical tax and legal issues. PAG events are open to donors and other community members.

This webinar is sponsored by Lindsay Krivosha at Baird, West Bearing Investments, a Division of Ferguson Wellman, Barg Singer, Rosenbaum Financial, Samuels Yoelin Kantor LLP, and Brian Suher, Sr. Vice President, RBC Wealth Management.

This webinar will be recorded and available online for a limited time.