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
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.
Learn More and RegisterFor 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