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