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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

June
9


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June
14

AICPA Engage Conference

EVENT

Come see us at booth 226!

June
13

Beyond Cash: Planning Strategies for Complex Charitable Contributions

WEBINAR

1:00 p.m. ET

June
20

Charitable Planning Essentials

WEBINAR

12:00 p.m. ET

June
21


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June
24

ACTEC 2018 Summer Meeting

EVENT

July
18

Ask the Experts: Strategies and Tactics for Using Complex Assets for Charitable Giving

WEBINAR

1:00 p.m. ET

July
25

Charitable Planning Essentials

WEBINAR

1:00 p.m. ET

Registration coming soon

Past webinars

2018 Charitable Planning Forecast: How Tax Reform and Markets Will Define Giving

This presentation provides an overview of current economic trends and examines changes in the new tax code that could affect your clients’ charitable planning. We also look at several potential trends and strategies to watch for this year.

View the webinar

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.

View the webinar

Impact Investing

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.

View the webinar

Fidelity Charitable logo

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.

Learn more

Or preview a part of the program and watch the Charitable Essentials course and earn CFP® continuing education credit.

Questions?

Connect with an expert

Or call us at 1-800-262-6039