Valuable insights around charitable giving strategies.

Professional advisors understand the importance of helping individuals and families make informed decisions about managing their wealth and leaving a legacy for generations to come. Join us as we provide valuable insights around charitable giving strategies and help us expand the generosity movement in the Carolinas.

This is a half-day conference taking place on 2 different days, one in Raleigh, NC and one in Charlotte, NC.

Note: Conference sessions are being submitted for approval for three hours of CFP, CPE, and CLE continuing education credit.