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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

September, 2017
21

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

WEBINAR

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.

October, 2017
17


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October, 2017
20

NASPP Conference

EVENT

Washington Hilton - Washington, DC

October, 2017
19

The Countdown is on: Year-end Charitable Tax Strategies

WEBINAR

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.

January, 2018
22


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January, 2018
28

Heckerling Institute on Estate Planning

EVENT

Orlando World Center Marriott Resort & Convention Center - Orlando, FL

Past webinars

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

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.

View the webinar

Beyond Cash: Planning Strategies for Complex Charitable Contributions

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.

View the webinar

Reach the Next Generation of Clients with Philanthropy

This webinar provides insight into how initiating a discussion about transitioning philanthropy from one generation to the next can enhance your business.

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

Questions?

Connect with an expert

Or call us at 1-800-262-6039