Join us as Dana Holt, JD AEP, CEO and Philanthropic Strategist of Holt Consulting, LLC presents
Donor Advised Funds: Your $110 Billion Dollar Best Friend
Cost to attend is $40 (Includes Lunch)
Please RSVP by May 10
Certified Financial Planners and Certified Public Accounts are approved for CEU’s through Minnesota State University, Mankato for this event.
CEU’s for Insurance Professionals are currently in process and pending approval.
For more information contact [email protected]