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Webinar Spotlight

The latest financial webinars built for wealth professionals.

Ask the Experts: Grow Your Practice with Philanthropy: Comparing DAFs and Private Foundations

Tuesday, June 3, 2025 | 2:00 PM ET • 60min

Explore how donor-advised funds and private foundations help high-net-worth clients achieve philanthropic goals through strategic, impactful giving.

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Sponsored by Foundation Source

Mid-Year Developments in Estate Planning

Tuesday, June 10, 2025 | 2:00 PM ET • 60min

Join us for insights on key 2025 estate planning developments, including proposed estate tax repeal, recent court rulings, IRS shifts, and strategies for planning amid uncertainty and opportunity.

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Sponsored by St. Jude Children's Research Hospital

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