Events

OCF hosts and co-hosts a variety of events for donors, attorneys, financial planners and nonprofits. Some events have open enrollment while others are by invitation only. See upcoming 2024 events below:

For Professional Advisors

April 24, 2024

The Spheres of Influence and Impact in Philanthropy with Dien Yuen

In this presentation, we will look at the influencers of wealth transfer plans, dive into the roles of advisors and gift planners, and apply what we learned by co-creating donor and client engagement strategies.

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Time
12 - 1:30 pm
Cost
Free
Location
Virtual
For Professional Advisors

September 11, 2024

Adapt, Change or Disappear: New Approaches for a Changing Marketplace with David York

This presentation will review these seismic shifts in wealth transfer planning and professional services, how these changes are affecting the financial services industry, and practical recommendations on how to connect with a new type of client.

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Time
12 - 1:30 pm
Cost
Free
Location
Virtual
For Professional Advisors

November 5, 2024

Charitable Giving with Retirement Benefits with Natalie Choate

This seminar will explain the advantages and technical requirements of using retirement benefits to fulfill a client's charitable goals, both during life and as part of the estate plan at death.

Learn More and Register
Time
12 - 1:30 pm
Cost
Free
Location
Virtual