Insider Briefing Events for Professional Advisors
Our Insider Briefings cover the latest giving strategies, current trends in philanthropy and best practices for advising clients on philanthropy. We are pleased to offer continuing education credits (CLE, CFP, CPA) at these free events.
To be notified of future events and the dates for our 2020 Insider Briefing Series, please join our Professional Advisors email list below.
The health and safety of our community is our top priority. In an effort to continue doing what we can to mitigate the impact of this pandemic, we have postponed upcoming events.