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Continuing Education & additional information provided below.
Founder and President of Charitable Solutions, LLC
Bryan Clontz, PhD, CFP, CLU, ChFC, CAP, AEP, RICP, CBP, ChSNC is the founder and president of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, actuarial gift annuity risk management consulting, emergency assistance funds, as well as virtual currency and life insurance appraisals/audits. He also serves as Senior Partner of Ekstrom Alley Clontz & Associates – a community foundation consulting firm in Tucson, AZ. Bryan is the founder of the Dechomai Foundation, Inc. and the Dechomai Asset Trust - two national donor advised funds focusing on non-cash assets generally and S-corp transactions, respectively. He is also the founder and president of The Emergency Assistance Foundation, Inc.– a global charity that allows employers to create emergency assistance and disaster relief funds for their employees. As of 2020, EAF works with more than 300 employers and 10 million employees. Finally, Bryan created the National Gift Annuity Foundation, the largest national independent gift annuity platform.
In the decade prior to founding Charitable Solutions, LLC in 2003, he served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta.
He received a bachelor’s degree in business administration from the College of Charleston in Charleston, SC; a master’s degree in risk management and insurance from Georgia State University in Atlanta, GA; master’s degree in financial services, as well as a Ph.D. in retirement and financial planning from The American College in of Financial Services in Bryn Mawr, PA. (Dissertation: A Study of the Relationship Between Gift Annuity Solvency and Disparate Statutory Insurance Regulation).
He has given more than 2,000 presentations on charitable gift planning and community foundation topics; been published in an international insurance textbook; and authored a book called Charitable Gifts of Noncash Assets, a planned giving manual entitled Just Add Water, and a dozen articles in financial services and planned giving journals. Bryan chaired the inaugural statewide Leave a Legacy Georgia! Campaign involving more than 400 charities. He has served as an expert witness on charitable gift annuity default and reinsurance involving an Arizona charitable bankruptcy and as a donor advised fund expert witness for a Virginia bankruptcy. He is the co-inventor of a proprietary CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite) based on an actuarial study he co-authored for the Society of Actuaries on CGA Mortality. He has been quoted by the Wall Street Journal, New York Times, Kiplingers Personal Finance, Bloomberg Wealth and serves as a guest columnist on charitable tax issues for Forbes.
Intermediate - Advanced
1 CFP® credit has been applied for.
1 Professional Recertification/PRP (American College) credit has been applied for.
1 CLE (legal) credit has been applied for in those states that accept the webinar format for credit.
-CLE credit is not available for: PA and RI
-The following states do not have a mandatory CLE requirement: CT, DC, MD, MA, MI, SD
1 CPE (accounting) credit has been applied for.
-CPE Prerequisite: Basic understanding of charitable planning
-CPE Advanced Preparation: None
-CPE Delivery Method: Group Internet Based
-CPE Program Level: Intermediate
National Association of Insurance and Financial Advisors (NAIFA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Refund Policy for webinars: If you are not satisfied or cancel your registration, a credit will be issued for a future program. Credits are valid for one year. For more information regarding administrative policies on complaints and refunds, please contact our office at 877-866-2432.
Additional CE Credit Info:
$5.00 fee per credit.
You must participate in the live webinar in order to earn CE credits and must be logged in to the web portion. For those requesting credits, a certificate of completion will be emailed to you about a week after the webinar, upon successful completion of the webinar. For CFP® credit, NAIFA will report your credit to the CFP Board for you after the webinar.
Note that state insurance CE credits are not available for this webinar.
Upon registration, you will receive a confirmation email from NAIFA as well as a separate email from Zoom with your link to join the webinar.
NAIFA members: When registering, sign in using your email address and password to get the member rate.
Your confirmation and reminder emails will include the link to access the PowerPoint/presentation material.
This program will be recorded and archived and the link to the recording will be emailed to all registrants about a week after the webinar.
Can’t attend the live webinar? Register and you will automatically be sent the recording link.
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