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Advisor continuing education

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

March 2024

13

Webinar replay - 2024 Market Outlook: Implications for Charitable Planning

WEBINAR

01:00 PM

- 02:00 PM

ET

Past webinars

Year-End Conversations: How advisors deliver fulfillment with charitable planning

Today's investors are looking for more from their financial advisor: more value, more services, and a more holistic approach. As you engage in year-end meetings, your clients are looking for tax-smart solutions that can help them achieve a sense of personal satisfaction. Learn how charitable planning can help you deliver.

The Rise of Impact Investing 

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.