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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

March
20


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March
23

ACTEC National Meeting

EVENT

La Quinta, CA

November
18


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November
19

AICPA Sophisticated Tax Planning for Your Wealthy Clients

EVENT

Philadelphia, PA

Past webinars

2019 Charitable Planning Forecast

Get an overview of current economic trends and examine how changes in the tax code may affect your clients’ charitable giving.

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

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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