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


October 2019

14

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October 2019

16

eMoney Summit 2019: Heart of Advice

EVENT

Austin, TX


November 2019

18

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November 2019

19

AICPA Sophisticated Tax Planning for Your Wealthy Clients

EVENT

Philadelphia, PA


Past webinars

2019 Charitable Planning Forecast

Get an overview of current economic trends and examine how changes in the tax code may affect your clients’ charitable giving.

Ask the Experts: Strategies and Tactics for Using Complex Assets for Charitable Giving

Join this “ask the experts” session to learn about specific scenarios you are discussing with your clients about the donation of non-cash assets.

Impact Investing

Learn how to test the waters with impact investing and start to integrate it into your practice—helping clients have a greater impact with their investments and philanthropy.

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.