Overview

The purpose is to inspire and educate financial professionals in Tampa Bay, to serve their clients using advanced charitable planning techniques and timeless wisdom, to champion the cause of generosity and philanthropy.

Bob Doll

Bob Doll
Featured Speaker

Chief Equity Strategist & Senior Portfolio Manager at Nuveen Asset Management

Topic: "2017 Economic & Investment Outlook"

Michael King

Michael King
Featured Speaker

Vice President, Gift Planning, National Christian Foundation

Topic: "Leveraging Generosity: A Road Map"

Karen Guess

Karen Guess
Featured Speaker

Content Manager, Kingdom Advisors Co-Author Never Enough:Three Keys to Financial Contentment

Topic: " Money Without Numbers"