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Past Events

07 23 26 PA Reception 2964

Jul 23, 2026

Professional Advisors Networking Reception 2026 (RECAP + PHOTOS)

A woman with straight, shoulder-length blonde hair, wearing a navy blazer and light blue top, smiles at the camera. She has blue eyes and is wearing large, round earrings. The background is softly blurred.

Apr 28, 2026

Research Meets Practice: Advisors, Clients & DAFs (RECORDED)

Two men in business attire are pictured in diamond-shaped frames on a light blue background. The man on the left has glasses and a beard, while the man on the right has short, curly hair and wears a green tie.

Nov 07, 2025

Best Year End Moves for Tax Pros and Financial Advisors

The exterior of Haven Beer Co., a modern brewery with large windows revealing a warmly lit interior, is seen in the early evening under a deep blue sky.

Jul 16, 2025

Professional Advisors Networking Reception 2025 (PHOTO GALLERY)

An older man with short gray hair, glasses, and a suit jacket over a light blue shirt is smiling slightly against a plain white background.

Mar 28, 2025

Solving Your Clients' Retirement Asset Concerns with Charitable Giving

Four professional headshots with names and titles: Eric L. Green, Kristen Lynn, Jason Marsh (all JD, LL.M, Partners at Green & Sklarz LLC), and Justin Podbielski (CFP, Barnum Financial Group) on a blue background.

Nov 15, 2024

Strategic Year-End Tax Planning: Key Techniques for Success

Six women stand and smile together at a bar table with drinks and appetizers. Behind them, a TV displays a baseball game. Sunlight streams in through large windows, creating a bright atmosphere.

Jul 16, 2024

Professional Advisors Networking Reception 2024 (PHOTO GALLERY)

Exterior of a Jewish Community Center building with a glass entrance, tan and white walls, and large planters with flowers in front. The words “Jewish Community Center” are visible above the doors.

Jun 14, 2024

2024 Tax & Financial Planning Tune-Up: Stay Ahead of the Changes

A man in judicial robes sits in a large, ornate chair. Behind him are the American flag and a blue state flag. He has a shaved head, trimmed goatee, and a neutral expression.

Jan 25, 2024

Practicing the Pause: Decision Making and Unconscious Bias

A man with short brown hair and light skin is smiling, wearing a dark suit jacket and a maroon shirt, posed in front of a gray textured background.

Nov 28, 2023

The Case for Offering Charitable Giving Services (RECORDED)