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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

November
15

Charitable Tax Strategies for Year-End Planning

WEBINAR

1:00 p.m. ET

November
29


-

November
30

AICPA Sophisticated Tax Planning

EVENT

Washington, DC

January
14


-

January
18

Heckerling Institute on Estate Planning

EVENT

Orlando, FL

Past webinars

Beyond Cash: Planning Strategies for Complex Charitable Contributions

Learn about the growing trend of contributing complex assets, such as privately-held C-and S-Corp stock, limited partnership interests, and certain publicly-traded stock, to charity.

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