Events

Highlighting our talented team’s speaking engagements or conference exhibitions around the country.

Come see us, we’d love to say hi!

2021

13

SEPT

Crescendo’s Practical Planned Giving Conference

Planned Giving Lessons from Broadway

Orlando, FL

27

SEP

Thompson & Associates

Annual Client Conference

Virtual

20

OCT

Association for Healthcare Philanthropy

International Conference

Boston, MA

25

OCT

Charitable Estate Planning Institute

Annual Seminar

Nashville, TN

17

NOV

Santa Fe Estate Planning Council

When Advisors and Nonprofits Work Together, Everyone’s a Winner

Virtual