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Live Webinars

Rick Peck
HOW THE ONE BIG BEAUTIFUL BILL ACT AFFECTS CHARITABLE GIVING
Nearly $600 billion was donated to U.S. nonprofits last year — and with the passage of the One Big Beautiful Bill Act (OBBBA), charitable giving rules have shifted in ways that…
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Rick Peck
PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, was signed into law on December 20, 2019. Now that we have version 2.0 of…
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Michael Goldman
Introducing Financial Advisors for Good: Unlocking the Power of Giving Circles
Join us for an inspiring conversation on how financial advisors can amplify their charitable impact—together.In this special session, Michael Goldman shares his experience with…
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Mary J
Tax-Smart Giving Strategies for your Charitable Giving Goals
There’s no time like the present to look at tax strategies for charitable giving, and with life’s competing priorities, you may be seeking a simpler, tax-smart approach to make…
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Lawrence Funderburke
What’s Wrong with our Young Males?
Join us for an inspiring webinar featuring former NBA player and financial planner, Lawrence Funderburke, as he delves into his extensive experience mentoring young men. Drawing…
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