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Past Events

Apr 28, 2026

Research Meets Practice: Advisors, Clients & DAFs

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)

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)