Professional
Advisor Seminar
Where Advisors Learn, Connect, and Lead
Our Professional Advisor Seminar brings together trusted voices in philanthropy, wealth strategy, tax planning, and estate law to equip advisors with practical insights they can apply with clients.
Whether you are joining us for the upcoming event or exploring past conversations, this seminar series reflects our commitment to advancing thoughtful, strategic giving.
Upcoming Seminar
Join us for our next Professional Advisor Seminar, where advisors gather to explore timely topics in charitable planning, complex assets, and client engagement.
Sign up to receive details on upcoming seminars below.
Past Speakers
Over the years, our seminar has featured respected leaders from philanthropy, financial planning, legal strategy, and the nonprofit sector.
Dr. Sara Konrath
Director of the Interdisciplinary Program on Empathy and Altruism Research, Indiana University’s Lilly Family School of Philanthropy
Beyond Numbers: Transforming How Advisors Win and Retain Clients
Spring 2026
David R. York, Esq., CPA
Attorney, CPA, and Managing Partner, York Howell
Estate Planning for Modern Values & Embracing Holistic Wealth for Multigenerational Success
Spring 2025
Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA
Founder, Wealth Legacy Advisors LLC
The Influence of Affluence: Helping Your Clients Navigate Family Wealth Dynamics
Spring 2024
Stay Connected
Interested in attending future seminars or learning more about upcoming topics? Connect with our team to receive updates and registration information.
Kevin Betancourt
Director of Philanthropic Partnerships
Advisor Expert Hub
Professional Advisor Council
Join an elite community of legal, financial, and tax professionals committed to philanthropic innovation and the advancement of strategic giving in North Texas.
Complex Assets
Insights
How It Works
Guided by philanthropic advisors trained and certified in 21/64’s approach to values-based and multigenerational giving, we work closely with your clients’ to uncover their long-term vision for impact.