Planned Giving: The Roots of your NFP

Join the Lane Gorman Trubitt, Bernstein, and a variety of speakers for a great morning of food, education, and connections. This not-for-profit event is worth 4 hours of CPE credit. Speakers include Clare Golla from Bernstein Private Wealth Management, Barbara Shelton from M. Gale & Associates, and an array of LGT’s own.