Al Lee to Speak at Kingdom Advisors’ 16th Annual Conference

Our own Alfred Lee has been invited to speak at the Kingdom Advisors’ 16th Annual Conference, “Fearless,” on February 19-21, 2020 in Orlando, Florida. Al will serve on a moderated panel discussion along with representatives from the National Christian Foundation, Orchard Ministry Development and Securities America. The topic of the discussion is Collaborative Gift Planning from Idea to Gift. The panel will examine each step of the gift-planning process as a collaboration between the professional advisors and the client, identifying the challenges and technical aspects of the process, the impact of collaboration in getting the gift completed, and the ministry impact or outcome.

Kingdom Advisors is a membership community of Christian financial advisors including financial planners, investment professionals (wealth managers), insurance professionals, estate planning attorneys, and tax and accounting professionals. To register for the conference or find out more information, click here: https://kingdomadvisors.com/