Professional Seminar Series

Cincinnati Children’s is proud to offer an annual complimentary continuing education series to the Professional Advisor community.

Our complimentary Professional Seminar Series (PSS), presented by Cincinnati Children’s and Bahl & Gaynor, offers 2 hours of continuing education credits for attendees in-person and virtually.

Bahl and Gaynor

Wednesday, Nov. 15, 2023
4:00 — 6:00 pm | Seminar
6:00 — 7:00 pm | Networking

Cincinnati Museum Center
1301 Western Ave
Cincinnati, OH 45203

Bryan K. Clontz presents: Creative Charitable Planning with Non-Cash Assets: A Case Study Approach

  • How would you help a client who wants to donate farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.
  • Want to have a thorough understanding of charitable planning techniques is critical when assisting affluent donors/clients with charitable giving and tax planning? Bryan Clontz will cover how to maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, limited partnerships and other unique assets. This highly interactive session will employ case studies to illuminate key points.
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Bryan K. Clontz, CFP®, CLU, ChFC, CAP, AEP

Bryan is the founder and president of Charitable Solutions, LLC, and the founder of Dechomai Foundation Inc. and the Dechomai Asset Trust. He is also the founder and president of The Emergency Assistance Foundation, Inc.

Thank you to our presenting sponsor:

Bahl and Gaynor

Thank you to our virtual sponsor:

Greater Cincinnati Foundation logo