Valuable insights around charitable giving strategies.
Professional advisors understand the importance of helping individuals and families make informed decisions about managing their wealth and leaving a legacy for generations to come. Join us as we provide valuable insights around charitable giving strategies and help us expand the generosity movement in the Carolinas.
This is a half-day conference taking place on 3 different days, one in Raleigh, NC, one in Charlotte, NC, and one in Charleston, SC.
Note: Conference sessions are being submitted for approval for three hours of CFP, CPE, and CLE continuing education credit.
Raleigh, NC
Tuesday,
September 16, 2025
7:30am to 12:30pm
North Ridge Country Club
6112 Falls of Neuse Road
Raleigh, NC 27615
Breakfast and Lunch Provided
Charlotte, NC
Wednesday,
September 17, 2025
7:30am to 12:30pm
Carmel Country Club
4735 Carmel Road
Charlotte, NC 28226
Breakfast and Lunch Provided
Charleston, SC
Tuesday,
September 23, 2025
7:30am to 12:30pm
Daniel Island Club
600 Island Park Drive
Charleston, SC 29492