Events
Highlighting our talented team’s speaking engagements or conference exhibitions around the country.
Come see us, we’d love to say hi!
2021
15
APR
Saint Louis Council of Charitable Gift Planners
Values vs Valuables Approach to Charitable Estate Planning
Virtual
26
MAY
Jacobson Jewish Community Foundation
How to Have the Philanthropic Conversation: Understanding Advisor Approaches and Client Expectations
Virtual
4
JUN
AFP Greater Dallas & Fort Worth Metro Chapters
Philanthropy in Action Conference: How to Develop and Implement a Fundraising Strategic Plan in a Post Pandemic World
Virtual
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