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Past Events

A man in a dress shirt and glasses shakes hands with another man in a maroon polo shirt at an outdoor event under a tent. A woman stands between them, and other people are talking in the background.

Jun 29, 2023

Professional Advisors Networking Reception 2023 (VIEW PHOTOS)

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 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 Philanthropic Trends in Affluent Households

A woman with short, wavy dark hair wearing a dark blazer smiles slightly in front of a plain, dark red background.

Nov 10, 2021 - Nov 10, 2021

A Legacy with Impact: Applying a Social & Racial Justice Framework to Estate and Financial Planning (RECORDED)

A grayscale portrait of an older man wearing glasses, a suit jacket, dress shirt, and patterned tie, facing the camera with a slight smile against a plain background.

Oct 20, 2020

Testamentary- Charitable Gift Annuities (RECORDED)

A man with short hair and glasses wearing a white shirt, patterned red tie, and brown vest, smiling slightly with his arms crossed against a dark background.

Jun 25, 2020

Special Financial Planning Opportunities with a Focus on Charitable Planning (RECORDED)