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.
Check back soon for new events.
Are your clients experiencing uncertainty and confusion with market fluctuations, inflation, and the stressful news cycle? Learn five tax-efficient strategies to help clients give smarter during these difficult times.
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.
Impact Investing strategies are surging as more investors seek to align their money and values. This session will focus on how advisors can embrace this momentum to help their clients have greater impact with their investments and philanthropy.
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.