Lunch & Learn June 17th

A practical session on giving non‑cash assets (CE credit provided)

This class provides continuing education credit and offers a very approachable walkthrough of how gifts of appreciated assets, real estate, business interests, and other non‑cash assets can create meaningful planning opportunities for clients.

Presenter: Ryan Douglas, CAP®
Date: Wednesday, June 17th
Time: 11:30 AM – 1:00 PM
Location: 60 Forward, 205 S. Walnut Ave., Ames

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