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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.
4:00 p.m. ET
Join this live “ask the experts” session to submit questions about specific scenarios you are discussing with your clients about the donation of non-cash assets. CFP and IMCA CE credit is available.
Washington Hilton - Washington, DC
1:00 p.m. ET
This presentation will cover year‐end tax considerations and charitable planning opportunities to discuss with your clients. CFP and IMCA credit is available.
Orlando World Center Marriott Resort & Convention Center - Orlando, FL
Join this “ask the experts” session to submit questions about specific scenarios you are discussing with your clients about the donation of non-cash assets.
Charitable donations of non-cash assets often provide the most tax-efficient way to support charitable causes. Watch this webinar to discover innovative ideas to consider for your clients.
This webinar provides insight into how initiating a discussion about transitioning philanthropy from one generation to the next can enhance your business.