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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Future Proof: Citywide 2026
Future Proof Citywide isn’t about adding a tool. It’s about the next generation of investors, advisors, financial professionals, and firms...
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Foundation Source’s Offerings: Live Presentation – Mar 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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Ask The Experts: Retaining NextGen Clients with Philanthropy
Gillian Howell will be joined by BNY Wealth Strategist Boryana Zamanoff to share how and why philanthropy is one of the...
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Charitable Giving Tax Benefits 101: Fast Facts
Jeffrey Haskell will break down the tax benefit basics for effective philanthropic planning, highlight common considerations, and share practical strategies...
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Foundation Source’s Offerings: Live Presentation – Apr 14, 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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Barron’s Advisor Teams Summit
Being a leading advisor and being an advisor leading a team are two distinct challenges, but they are becoming increasingly...
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Teaming Up for Education: Mobilizing Investment Through the FIFA Global Citizen Education Fund Ahead of the World Cup
In a recent survey, almost half of our clients cited education as the top cause they care about. That’s why...
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Foundation Source’s Offerings: Live Presentation – May 12, 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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Envestnet Elevate 2026
From buying a house, to sending a child to college, to retiring, certain moments in your clients’ lives leave a...
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Annual FPA NorCal Conference
54th Annual FPA NorCal Conference - May 26 & 27, 2026 at the Palace Hotel, San Fransisco. Registration is now...
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INSITE 2026
INSITE 2026 brings together the industry’s boldest thinkers to discover insights and strategies that have a meaningful impact on your...
