Our Lunch & Learns offer practical, customizable guidance on charitable planning and complex giving strategies, delivered directly to your office.
Designed for advisory teams, each session is tailored to the interests of your firm, individual advisors, or leadership team and focused on insights you can apply immediately with clients.
Trusted by advisors across the region in 2025, our Lunch & Learns delivered practical philanthropic insights and actionable charitable planning strategies that advisors can confidently bring into client conversations.
45+
Firms Visited
250+
Advisors Engaged
120
Sessions Hosted
Lunch & Learns offer concise, practical insights drawn from a range of timely topics and real-world case studies, designed to support your work with clients and spark meaningful discussion. Topics and case studies may include:
Exploring charitable giving strategies that help clients maximize tax efficiency and achieve philanthropic goals, including timing, selection, and planning.
Guiding clients through legacy planning with a focus on long-term community impact, values-based giving, and creating enduring charitable strategies.
Strategies for donating business interests and other complex assets in a tax-efficient manner, helping clients unlock greater philanthropic and financial value.
Using philanthropy to deepen client relationships, foster shared purpose, and strengthen engagement across multiple generations.
Join an elite community of legal, financial, and tax professionals committed to philanthropic innovation and the advancement of strategic giving in North Texas.
Learn MoreStay ahead of the curve with technical deep dives into legislative changes and advanced tax-optimization strategies for your high-net-worth clients.
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