Thomas “Tom” Cannizzaro CFP, CLU, ChCF is a familiar face to the NAIFA community and especially to the Tampa Local. Tom is an expert on charitable giving, and has consulted with hundreds of advisors and non-profits across the country on strategies for maximizing the impact of giving using life insurance. He will take us through the process required to successfully fulfill the charitable ambitions of clients, considering new tax law changes and their effect on retirement and legacy planning.
Please join us for this very special presentation of “Breakfast with NAIFA Tampa,” and hear Romy’s story first hand. Invite clients and the board members of the charitable organizations you serve to learn best practices for maximizing philanthropic giving. A portion of our proceeds will be donated to Stay in Step, so let’s show an American hero NAIFA Tampa’s support.