Lunch provided: $5.00 for in-person guestsRSVP: Register by 12 pm on Monday September 13
(Email RSVP to Stephen Pruss at email@example.com and Clayton Vickers at firstname.lastname@example.org) Please specify if you will be joining in-person or via zoom when you RSVP.
Presenters: Bryan Clontz & Ryan Raffin of Charitable Solutions, LLC -Webinar taped in December 2020
Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®
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.
Ryan Raffin, JD
Ryan serves as Vice President, Non-Cash Assets & Research, focusing on compliance, tax, and due diligence issues relating to charitable giving. His work involves assessment of proposed donations and liquidation of donated assets.
A link to Bryan’s and Ryan’s more complete Bios: https://charitablesolutionsllc.com/meet-the-team/