Kingdom Advisors: Redeeming Money 2026
At Redeeming Money, you will find a community of advisors dedicated to integrating faith and finance for kingdom impact. Don't...
12 events found.
Events
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RIA Technology & Practice Management Summit
Join us as we build industry and community. Convene at One Liberty Plaza - 1 Liberty St, New York, NY...
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Foundation Source’s Offerings: Live Presentation – Feb 10, 2026
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
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Endowments & Foundations Roundtable West 2026
Launched in response to demand from Chief Investment Officers (CIOs) of leading endowments, foundations, and healthcare systems, the West Roundtable...
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OneVoice 2026
The future is taking shape today. Stay ahead at OneVoice 2026, the annual in-person gathering for independent financial services firm...
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Foundation Source’s Offerings: Live Presentation – Jan 13, 2026
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
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Foundation Source’s Offerings: Live Presentation – Dec 9, 2025
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
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From Passion to Practice: Evolving The Way You Give – Nov 18th 2025
Tuesday, Nov 18th at 11:30 AM PT (2:30 PM EST)- Lunch Provided Join us at 1 Hotel San Francisco 8...
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Foundation Source’s Offerings: Live Presentation – Nov 11, 2025
Join Us For a Live Presentation of Foundation Source’s Offerings Support for philanthropists and their professional teams Technology Our technology...
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Building a Philanthropic Legacy with a Family Foundation – Nov 5th 2025
Family foundations represent an enduring means to impart one’s philanthropic vision. But in an ever-changing environment, how does a philanthropist...
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Beacon, The Roundtable
Roundtable Name: The Roundtable Location and Hotel: Sonoma, CA Date: November 05 - 07 2025 Ideal Wealth Firm Attendees: C-Suite...
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5 Things You Need to Know About Charitable Planning Before The End of The Year
From helping high-net-worth clients achieve their philanthropic goals to ensuring they are taking advantage of immediate tax benefits, year-end is...
