his conference is specifically designed for financial, tax, and legal advisors in North Florida. We're curating content to ensure this time brings tremendous value to your work & the way you serve your clients.
Join us for a day dedicated to learning, collaboration, and personal growth, complete with complimentary breakfast and lunch. Together, let's continue the journey to enhance our practices and enrich the lives of those we serve.
Topics include:
Multi-Generational Generosity
Jeanne McMains, JD
EVP Offerings & Marketing, National Christian Foundation
As a practicing attorney in the areas of estate planning, business succession, and non-profits since 1995, Jeanne will show advisors how to help clients create thriving and enduring legacies built upon shared values and impact. This session will feature a four-part framework with recommended resources that advisors can use when helping clients integrate faith & values into their multi-generational generosity legacy.
The Non-Cash Giving Conversation
Rachael Watson
Gift Planning Attorney & Manager, NCF
Rachael Watson has been practicing law since 2007, with experience in estate planning, tax planning, and business law. She previously owned her own law firm and before attending law school, Rachael worked as a Certified Financial Planner™ with Blue Trust and Wells Fargo, providing trusted financial planning and investment guidance. She now serves as a Gift Planning Attorney and Manager of the gift planning team at the National Christian Foundation. In this role, Rachael leads a team that helps families nationwide achieve their charitable giving goals through strategic gifts of non-cash assets.
God's Designated Asset Managers
Don Simmons, CFP®
CEO, Simmons Capital Group & Steward Advisors Group
With nearly a quarter billion dollars of assets under management, Don's firm consistently ranks among the top 1% of financial advisor practices in the United States. Don will point advisors toward a portfolio strategy that pushes the envelope on the role of Christians as stewards of God's resources.
