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Giving Insights: Lunch and Learn

FM Area Foundation and Bell Bank Wealth Management logo

Join us for a continuing education opportunity sponsored by Bell Bank Wealth Management and the FM Area Foundation. Hear from nationally-renowned Founder and President of Charitable Solutions, LLC, Bryan Klontz, on how to maximize your clients’ deductions through untapped assets such as real estate, privately held C corporations, S corporations, LLCs, and more. 

 

When: Tuesday, Sept. 23 | 11:30 a.m. to 1:30 p.m. 

  • 11:30 a.m. | Lunch
  • 12-1 p.m. | Speaker Bryan Clontz: “Creative Charitable Planning with Non-Cash Assets: A Case Study Approach”
  • 1-1:30 p.m. | Closing 

 

Where: Bell Tower Town Hall Room | 520 Main Ave., Fargo, ND 58103 

  • Parking directions: Guests can access the Bell Parkview Ramp from 1st Avenue South. Please stop at the kiosk and press the ticket button.

 

To RSVP, complete the form below by Monday, Sept. 15.

Register

About the Speaker

Bryan Clontz

Bryan Clontz 

Founder and President, Charitable Solutions

Bryan is founder and president of Charitable Solutions, LLC, a planned giving, risk management and consulting firm. He has decades of experience working in charitable giving and planning, and speaks to community foundations (including board members and donors), planned giving councils, estate and financial planning associations, CPAs, and fundraising professionals on a range of charitable giving topics. He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and currently serves as a monthly columnist on charitable tax issues for Forbes.

Giving Insights Registration










Investing and wealth management products are not FDIC insured, have no bank guarantee,  may lose value,  are not a deposit and not insured by any federal government agency.