financial advisors at event

Events & education for professional advisors

For Advisors

Connect with Fidelity Charitable at events, live and on-demand webinars and industry conferences. Hear the latest from our thought leaders on charitable planning strategies and take advantage of continuing education opportunities.

Upcoming events & webinars


September 2021

01

Giving in Years of High Income

WEBINAR

02:00 PM

ET

Save the date


October 2021

06

Year-End Charitable Planning Panel

WEBINAR

02:00 PM

ET

Save the date


October 2021

25

-

October 2021

27

2021 eMoney Summit

EVENT

Past webinars

Beyond Cash

Donations of non-cash assets often provide the most tax-efficient way to support charitable causes. This session evaluates this under-utilized approach to charitable giving.

 

Equity Compensation Awards and Charitable Giving

Stock plan recipients need your help more than ever to identify strategic planning solutions, such as charitable giving, to maximize the value and tax benefits of their holistic financial plan.

 

Private Foundations & DAFs

This webinar compares the benefits of donor-advised funds and private foundations, and offers guidance for determining the best option for your clients.

 

Practice Management

Whether you already offer charitable planning or are just getting started, our product-agnostic educational and consulting program can help you better serve clients and grow your business.