Advisor Events

Upcoming Webinars

Charitable Planning to Engage the Next Generation

Thursday, May 25, 2017
2:00 p.m. EST
CFP CE - 1 Credit

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

457A: Driving Impact and Charitable Opportunity

Thursday, June 1, 2017
12:00 p.m. EST
CFP CE - 1 Credit

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

Beyond Cash: Planning Strategies for Complex Charitable Contributions

Thursday, June 22, 2017
1:00 p.m. EST

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

Registration coming soon!

Contact a Charitable
Planning Specialist
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On the Phone:
1-800-262-6039