Charitable Planning with Crypto and NFTs sponsored by Zinner & Co.

Date: Tuesday, March 8, 2022
Time: 11:30am - 12:45pm
Location: Zoom
Speaker: Bryan K. Clontz, Ph.D., CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®

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For the health and safety of all attendees, this program will be virtual only.

About the Program
How would you help a client who wants to donate crypto currency or NFTs to charity? These rapidly appreciating assets now represent nearly $2 TRILLION in market value and recent research has shown crypto owners to be very charitably inclined. This session will cover an overview of these assets with a specific focus on the tax, legal and appraisal considerations for the various charitable giving options.

About the Speaker
Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds as well as providing qualified appraisals for business interests, virtual currency and life insurance. 

Michael H. Novak │ 2021-2022 Program Chair

Continuing Education – EPC Cleveland will request approval for this program from the CFP® Board of Standards for CFP® designation holders. A certificate of completion will be available for those AEP®, CPA, and CWS designees who feel the program satisfies their continuing education requirements. You must be attentive on the webinar for at least 50 minutes of programming AND complete the post event survey to receive credit for any of the credentials listed above.

Reservation Policy – All attendees are encouraged to register in advance. Webinar cost is $10 for members and $15 for guests. You will receive login credentials with your registration confirmation email.  

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Thank you to our sponsor:

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