Annual Advisor Seminar – Save the Date!

Categories: Foundation Advisor eNews |

15th Annual Professional Advisor Seminar

Co-hosted By:




We’re excited to once again co-host our 15th Annual Professional Advisor Seminar with the Community Foundation of Louisville!

Bryan Clontz, CFP, CAP, will be our key note speaker and will present the Top Ten Charitable Trends Advisors Should Know for 2018 and Case Studies for Advanced Charitable Planning.  Turney Berry, JD, will also give a brief update on the new tax bill and its implications for charitable giving.

This is a free seminar and space is limited, so please register in advance if you’d like to attend.  We will be offering continuing education credits for attorneys, CPAs and CFPs (pending).  

Event Details: 

Friday, May 11, 2018
8:00 AM – 11:30 AM


Muhammad Ali Center
144 North 6th Street
Louisville, KY 40202

Wyatt Tarrant Combs and MCM CPAs and Advisors 



I hope to see you there! And remember, if you have any questions about charitable giving in this new tax environment, or if I can help your clients accomplish their charitable and financial goals, please let me know by calling (812) 948-4662.


Linda S. Speed, JD

President and CEO

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Content courtesy of R&R Newkirk.