Conferences and Events
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.