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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.
La Quinta, CA
Get an overview of current economic trends and examine how changes in the tax code may affect your clients’ 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.
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.