Highlighting our talented team’s speaking engagements or conference exhibitions around the country.
Come see us, we’d love to say hi!
Saint Louis Council of Charitable Gift Planners
Values vs Valuables Approach to Charitable Estate Planning
Jacobson Jewish Community Foundation
How to Have the Philanthropic Conversation: Understanding Advisor Approaches and Client Expectations
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
Crescendo’s Practical Planned Giving Conference
Planned Giving Lessons from Broadway
Thompson & Associates
Annual Client Conference
Association for Healthcare Philanthropy
Charitable Estate Planning Institute
Santa Fe Estate Planning Council
When Advisors and Nonprofits Work Together, Everyone’s a Winner