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.
October 2019
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October 2019
16November 2019
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November 2019
19Get an overview of current economic trends and examine how changes in the tax code may affect your clients’ 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.
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.
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.
Or preview a part of the program and watch the Charitable Essentials course and earn CFP® continuing education credit.