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  • Advisors

    04.20.2021| 11:30 am - 1:00 pm

    GiveWisely for Advisors (Part Two)

    GiveWisely for Advisors Spring Virtual CFP, CLE, CPE Course: Topics include charitable fund options, legacy gift planning, values-based giving exercises, and more.

  • Advisors

    05.11.2021| 8:00 am - 10:45 am

    Professional Seminar

    Join us for our 2021 CFT/SMU Professional Seminar!

    The topic, "Roots and Wings  - Structuring Trusts to Give Beneficiaries a Chance at Success, Despite Inheriting Money," will be presented by Amy K. Kanyuk, Esq. of McDonald & Kanyuk, PLLC

    CE Credits: CFP/CPE/MCLE 2.0 hour credit

  • Community|Fund Holders|CFT For Business

    05.19.2021| 4:30 pm

    Cocktails and Conversation: Hosted by CFT4B and Shields Legal Group

    CFT4B Engagement Network and Be In Good Company member, Shields Legal Group invites you to a casual networking happy hour from 4:30-6:30 pm on Wednesday, May 19!

    Join us at Sixty Vines in Plano for an in-person happy hour where you can network with other businesses and potential partners – come Be In Good Company with us.

  • Community|Fund Holders|CFT For Business

    05.26.2021| 11:30 AM

    GiveWisely for Business

    CFT for Business is pleased to introduce you to our incredibly popular GiveWisely resource at a virtual Lunch & Learn on Wednesday, May 26 from 11:30am-1:00pm!

    CFT4B members and Be In Good Company members are invited to join us to explore how aligning your own unique values and passions can make an impact on your personal philanthropy. We’ll share a couple of our GiveWisely exercises for your own personal takeaway, and then let you know how the same concepts can be offered to your teams, departments, and companies for more meaningful employee engagement!


    We hope you'll join us on May 26!

    A calendar invitation and Zoom link will be sent following event registration.