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