Professional Advisors Invited to Exclusive Continuing Education Event
Washington County - Marietta Community Foundation and Parkersburg Area Community Foundation are joining forces to host an exclusive learning opportunity for area professional advisors. This event is a free, high-caliber continuing education session that brings one of the nation’s top charitable planning experts right here to the Mid-Ohio Valley.
Led by Bryan Clontz, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, founder and president of Charitable Solutions, LLC, the session will explore advanced giving strategies that empower advisors to help clients make a greater impact through philanthropy.
During the event, participants will dive into:
Creative ways to maximize charitable giving using non-cash assets such as real estate, mineral rights, and business interests
Innovative approaches to donor-advised funds, including how to navigate complex planning scenarios
Real-world case studies that blend tax, legal, investment, and philanthropic expertise
Sponsored by Peoples Bank, WesBanco, United Bank, Truist, Theisen & Brock, LPA, and Hall Financial Advisors, this event will take place on Wednesday, October 29, featuring a learning session from 1:00 PM to 5:30 PM, followed by networking and refreshments from 5:30 PM to 6:00 PM.
Attendees can earn valuable continuing education credits, including:
3.75 General Legal CLE Credits in Ohio
4 CLE Credits in West Virginia
4.5 CTFA credits from the American Bankers Association
4 CPE credits from the National Association of State Boards of Accountancy
2 General CE credits from the Certified Financial Planners
“At the Foundation, we believe philanthropy thrives when professionals work together to help clients give with purpose,” said Heather Allender, President & CEO of Marietta Community Foundation. “This event is designed to equip our trusted partners with insights and strategies that make charitable giving even more impactful. We’re grateful to collaborate with PACF and our sponsors to bring this opportunity to our region’s advisors.”
We invite you to join us in shaping the future of philanthropy across the Mid-Ohio Valley. To register, visit: https://www.mcfohio.org/calendar/continuing-education-opportunity-creative-charitable-planning-for-trusted-advisors
Marietta Community Foundation is committed to strengthening Washington County, believing that a united community holds unlimited potential. With over $34M in grants and scholarships and more than $60M in assets across nearly 400 funds, the Foundation empowers individuals, families, businesses, and organizations across Washington County to drive transformative, lasting impact. Learn more at www.mcfohio.org.
