South Park Advisors is proud to sponsor the National Christian Foundation’s Plan to Give Conference dedicated to advancing charitable giving strategies and empowering individuals and families to make informed wealth decisions.
Join us at Carmel Country Club on September 17th from 7:30 AM to 12:30 PM to gain valuable insights, network with industry professionals, and earn up to 3 hours of CFP, CPE, and CLE continuing education credit. Sessions will include insights on strategies to help clients built thriving family legacies, the technical and relational aspects of women and families affected by the great wealth transfer and an interactive application of charitable planning opportunities.
About South Park Advisors: South Park Advisors is an independent business valuation firm that caters primarily to meeting the needs of private, closely-held businesses. With offices in Charlotte, NC, Rochester, NY, and Phoenix, AZ, the company focuses on serving owners of small to middle-market companies.
