The Jewish Community Foundation is teaming with the Greater Milwaukee Foundation to present a seminar for professional financial advisors on Thursday, May 19, at the Pfister Hotel, 424 E. Wisconsin Ave.
A continental breakfast will be served at 7:30 a.m., with the program to follow 8-10 a.m.
Bryan K. Clontz, CFP, CLU, ChFC, CAP, AEP, will speak on, “Creative Charitable Planning with Non-Cash Assets–A Case Study Approach.”
Cost is $25, with $5 event parking, based on availability. Presented with sponsorship support from Marquette Associates.
To RSVP, contact Lynn Poelzer at (414) 390-5712 or email lynnp@milwaukeejewish.org.
The Jewish Community Foundation is the endowment development program of the Milwaukee Jewish Federation.
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