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Upcoming Events

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For Professional Advisors

Professional Advisors Networking Reception 2026

Jul 23, 2026

Co-hosted by The Community Foundation for Greater New Haven, the Jewish Foundation of Greater New Haven and the Valley Community Foundation

Past Events

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Feb 16, 2023

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

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Sep 22, 2022

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

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Jan 11, 2022

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

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Nov 10, 2021 - Nov 10, 2021

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

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Oct 20, 2020

Testamentary- Charitable Gift Annuities (RECORDED)

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Jun 25, 2020

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