Advisor Events


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

Wednesday, July 26, 2017
1:00 p.m. EST
CE - 1 Credit

Presented by Fidelity Charitable’s Complex Asset Group: Ryan Boland, CFP®, Amy Grossman, Vice President, Nathan Daley, LLM, Vice President, George Burnette, Senior Associate

Charitable Planning to Engage the Next Generation

Presented by: Keita Matsumoto, Senior Relationship Manager, Fidelity Charitable & Frank Hogan, Senior Vice President, UBS Private Wealth Management

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457A: Driving Impact and Charitable Opportunity

Presented by:  Ryan Boland, Vice President, Complex Asset Group, Fidelity Charitable & Jonathan Blattmachr, Pioneer Wealth Partners

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Beyond Cash: Planning Strategies for Complex Charitable Contributions

Presented by: Nathan Daley, Vice President, Fidelity Charitable/ Mark Ricketson, Vice President, Fidelity Charitable/ McKay Johnson, Durham, Jones & Pinegar

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