Conferences and Events
Advanced Special Needs Planning Symposium
Conference | November 19-20, 2024
Join us in Phoenix, AZ for a one of a kind event bringing together professionals from across financial services and beyond for advanced learning on special needs planning.
Horizons 2025
Conference | March 3-5, 2025
Join us in Coronado, CA for an epic retirement planning experience with this inaugural, first-of-its-kind conference focused solely on delivering retirement planning expertise.
Donor-Advised Fund Professional Certificate
Event | April 8-9, 2025
Join us at The Adolphus hotel in Dallas, TX, for the first and only certificate program solely dedicated to donor advised funds and administered by an accredited, nonprofit, academic institution.
