Broker Check
Ronald Philgreen, CLU, ChFC

Ronald Philgreen, CLU, ChFC

Wealth Management Advisor

Ron is...

The Founder & Director Of The Charitable Planning Institute, Inc.*
"Where Involuntary Philanthropy Converts To Voluntary Philanthropy™"

The Director Of Charitable Tax Planning For The Roth Companies, Inc.
A Wealth Management Firm Providing Solutions for Wealth

 

A Charitable Tax Planning Specialist…

Having specialized in Charitable Tax Planning since 1968, Ron has produced hundreds of charitable planning cases,
and in the process, raised over several hundred million for charity.

 

Who is Nationally Known…

He is a nationally known lecturer on Charitable Tax Planning with over 1,500 seminars conducted from coast to coast,
including nineteen appearances at the prestigious MDRT (Million Dollar Round Table) Annual Meeting.

 

For His Innovative "Charitable Bucket™" Software…

Ron is the author and publisher of an innovative "Charitable Bucket™" Software Tutorial Presentation, which has received
wide acceptance and utilization throughout the financial services industry as an effective marketing and communication
tool. Using the visual analogy of a "Charitable Bucket™" he tells the story of Charitable Tax Planning, and "sells the sizzle"
in one-on-one presentations and the group seminar format as well. Known as "The Charitable Bucket Guy!"

 

For His Creative Charitable Tax Planning Strategies…

Ron has in inventory over twenty-three major Charitable Tax Planning Strategies which provide powerful solutions to critical estate, tax and financial planning problems

in nine major areas. These strategies are designed to avoid long term capital gains taxes, reduce current income taxes, and eliminate federal estate taxes by

converting "Involuntary Philanthropy" into "Voluntary Philanthropy."

 

For His Commitment To Excellence…

Ron holds a Series 65 Registered Investment Advisor license and is afilliated with RDA Financial Network, Carollton, IA

Ron is owner and President of The Charitable Planning Institute, a Charitable Tax Planning Consulting Firm domiciled in Kansas, and a professional

life insurance agent/broker. As a 47 year life member of the esteemed Million Dolllar Round Table (MDRT), Ron is past Chairman of the MDRT's Charitable

Giving Task Force, a past MDRT Divisional Vice-President, a past Chairman of the MDRT Foundation's Global Gift Fund Committee. Formerly, Ron was a

contributing author and member of The Editorial Board of CCH's Journal Of Practical Estate Planning magazine for ten years. Ron has had a major influence in raising

the consciousness level and the commitment to excellence in the charitable tax planning arena within the financial services industry.

 

The Roth Companies, Inc.

Providing Solutions for Wealth

7500 College Boulevard, Suite 150 (First Floor)

Overland Park, KS 66210

 

The above listed individual is not affiliated with United Planners Financial Services. He is affiliated with RDA Financial Network and is employed by The Roth Companies."