Planning and Philanthropy:
Tomorrow's Ideas and Today's Best in Class Strategies

December 10, 2024
11:30 AM - 1:30 PM | Charlotte City Club

Discover innovative ideas and best-in-class strategies tailored for estate planners to seamlessly integrate philanthropy into your clients' legacy planning. Experience a discussion of both practical tools and actionable insights to help you guide clients in achieving their financial and charitable goals while maximizing impact and aligning with today’s dynamic estate planning landscape.

Panelists & Moderator:

Phillips Bragg, CFP, AEP
Director of Estate & Charitable Planning
Bragg Financial
Phillips Bragg is the Director of Estate & Charitable Planning for Bragg Financial as well as a member of the firm’s Leadership Team. He provides expertise in retirement cash flow planning as well as estate and gift planning. In helping clients meet their charitable objectives, Phillips advises on the myriad alternatives available, including donor-advised funds, charitable trusts, private foundations, and Qualified Charitable Distributions. Additionally, he regularly provides strategic direction to individuals considering conservation easement planning for land they would like to preserve.

Matthew Kain
Member, Wealth & Estate Planning
Moore & Van Allen
As a North Carolina Board Certified Specialist in Estate Planning and Probate Law, Matt has substantial experience helping high-net-worth families and closely-held business owners achieve their estate, tax, business, and charitable planning objectives. Understanding that each family’s situation is unique, Matt works diligently to understand a client’s goals and to develop creative and customized solutions. Matt has significant experience representing and advising clients with the development, implementation, and administration of sophisticated wealth transfer techniques that minimize estate, gift, generation-skipping, and/or income taxes, including irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), spousal lifetime access trusts (SLATs), GST dynasty trusts, sales/gifts to grantor trusts, family limited partnerships, family limited liability companies, and charitable trusts.

Sandi Thorman, CPA
Partner
GreerWalker LLP
Sandi Thorman is the leader of GreerWalker LLP’s Estate, Gift and Trust Practice, the Business and Professional Services, and Financial Services Practice. Sandi has more than 20 years of tax and business advisory experience with a strong focus on the professional and financial services industry which includes attorneys, architects, engineers, investment advisors, private equity funds, mortgage bankers, investment banking firms, broker dealers, and insurance companies. Sandi assists closely held companies and their owners with tax planning and compliance needs. She has significant expertise in entity selection, entity structure, ownership changes, mergers and acquisitions, succession planning, and estate planning.

John Putnam (Moderator)
Strategic Stewardship Coach
John Putnam & Company
John is a strategic stewardship coach, helping faithful families, teams and leaders wisely win the unique challenges of wealth and success. He spent 22-years in financial services; holds Certified Financial Planner (CFP - not practicing), and Certified Kingdom Advisor (CKA) designations. He was Founder of NCF Piedmont and NCF Carolinas regional office helping families, business and their advisors on charitable giving strategies. He has over thirty years in financial-related industry and 20,000+ meetings with individuals, couples, business and families. He loves professional speaking and has been active for decades reaching millions through television, radio and media. His ministry outreach continues to grow through his book, He Spends She Spends and Participant’s Guide and as host of the Money Made Faithful podcast on the Hope Media Network. He has been over-married to Anne for 35 years, three great kids, two son-in-laws, a grandson, and a granddaughter on the way! He enjoys playing live music, disc golf, sporting clays, making pasta, and watching great movies. 

Registration

This event has limited seating, secure your space today! The cost to attend this meeting is $40 for CEPC members and $85 for non-members. To register, please follow the button link below.

Click Here to Register

Cancellation Policy

Please note: there is no fee for cancellations made prior to December 5th. Cancellations made on or after that date will not receive a refund due to facility meeting count deadline.

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Questions

If you have any questions, please contact us at [email protected].