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


December 2019

03

Year-End Tax Planning

WEBINAR

12:00 PM

- 01:00 PM

ET


January 2020

13

-

January 2020

17

Heckerling Institute on Estate Planning

EVENT

Miami, FL


June 2020

07

-

June 2020

11

AICPA Engage

EVENT

Las Vegas, NV


October 2020

18

-

October 2020

21

eMoney Summit

EVENT

Washington, DC


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.

 

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.

 

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.