financial advisors at event

Advisor continuing education

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

June 2023


Unlocking Complex Assets: building charitable impact and legacy



Past webinars

Year-End Giving Strategies for Uncertain Times

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.


Creative Charitable Planning Strategies for 2023

Learn about charitable planning approaches that target clients across different stages of life, from young investors to retirees!


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.


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.