Join Us at an Upcoming Event
Alumni & Volunteer Breakfast
Live Event | November 13, 2026
Join us in Philadelphia, PA for a networking breakfast with fellow alumni, a timely panel discussion on the ethics of AI in financial services, updates from College President and CEO George Nichols III, CAP®, and more!
Monetizing Generosity
Virtual Event | November 18, 2026
Join this Knowledge Hub+-exclusive virtual event on November 18, 2026 at 2 p.m. ET for a look at three charitable strategies that grow your practice while improving client outcomes: donor-advised funds, testamentary CRTs, and charitable life insuran...ce.Read more +Read less -
DAF Forum
Live Event | March 9-10, 2027
Join us in Fort Worth, TX for a premier two-day experience for professionals of all stripes who want to deepen their expertise in donor-advised fund (DAF) and charitable planning.
Horizons
Live Event | May 3-5, 2027
Join us in San Antonio, TX for an epic retirement planning experience featuring top thought leaders, unmatched networking opportunities, insightful workshops, and exciting cultural excursions.