Events

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

Come see us, we’d love to say hi!

2020

27

OCT

American Heart Association and Financial Planning Association

Philanthropic Solutions in Financial Planning: Problem-solving Applications of Charitable Remainder Trusts

Online

27

OCT

Chicago Bar Association

Young Lawyer Section (Federal Tax Meeting): Charitable Estate Planning-Before & Beyond SECURE and CARES

Chicago, IL

29

OCT

Minnesota Gift Planning Association

2020 Annual Conference: Telling Stories Moves Donors

Online

2

NOV

American Heart Association and Financial Planning Association

Philanthropic Solutions in Financial Planning: Donor-friendly Alternatives to Private Foundation – DAFs, Endowments and Charitable Lead Trusts

Online

13

NOV

Association of Fundraising Professionals Greater Los Angeles

2020 National Philanthropy Day Conference

Online

17

NOV

American Heart Association and Financial Planning Association

Philanthropic Solutions in Financial Planning: Balancing Charitable and Family Legacies

Online

17

NOV

AFP Georgia Atlanta Chapter

Ethical Issues in Planned Giving

Online