We are excited to move forward with the 2020 Plan To Give Conference in a safe way. This year we have moved to a unique online experience, accommodating the current state of our country, while still providing the opportunity to come together to uniquely equip and educate. With anticipation, we look forward to hosting Plan to Give 2020 virtually on both Tuesday, September 22nd and Wednesday, September 23rd from 8am – 12pm, both days with identical content to accommodate as many attendees as possible. We are excited for the opportunities this new virtual experience provides for us to continue to bring you great content. Register below to secure your spot.


Professional Advisors understand the importance of helping individuals and families make informed decisions about managing their wealth and leaving a legacy for generations to come. 
Join us as we provide valuable insights around charitable giving strategies and help us expand the generosity movement in North and South Carolina.

[Note: Conference sessions are being submitted for approval for three hours of CFP, CPE, CLE and CTFA continuing education credit as well as one hour of Ethics CLE.]

2020 SPONSORS & SUPPORTERS

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