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Past Events

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Jun 29, 2023

Professional Advisors Networking Reception

A man with glasses, dark hair, and a suit, and a woman with long blonde hair and a white shirt, both smiling, are shown in separate portrait photos side by side against plain backgrounds.

Feb 16, 2023

Retirement Matters: Helping Your Clients Plan Through a Lifetime, from Accumulation to Distribution (RECORDED)

A middle-aged man with a bald head is wearing a dark suit, white shirt, and a striped tie, smiling softly in front of a plain gray background.

Sep 22, 2022

It’s Not Ozzie and Harriet: Estate Planning for Modern Families

A group of people dressed in business attire stand and smile at an outdoor event with string lights, tables, and greenery in the background on a sunny day.

Jun 23, 2022

Professional Advisors Networking Reception

A woman with short, light brown hair smiles at the camera. She is wearing a red jacket with the collar turned up and small earrings. The background is plain white.

Jan 11, 2022

How to Support Your Clients’ Giving: Current Trends in Affluent Philanthropy

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Nov 10, 2021 - Nov 10, 2021

A Legacy with Impact: Applying a Social & Racial Justice Framework to Estate Planning

A bald man in a suit and striped tie smiles at the camera, standing in front of a brick wall. The image is cropped in a circular frame.

Jun 30, 2021

Donor Advised Funds: The Swiss Army Knife of Gift Planning