October 29: Plan to Give Conference 2026

Lasting Legacy: Faith‑Aligned Wealth Transfer

Strategic insight. Relational wisdom. Practical tools.

Join us for Plan to Give – A three-part educational conference designed for financial, tax, and legal professionals who guide individuals and families through decisions that shape both wealth and witness. This year’s focus centers on faith‑aligned wealth transfer—helping advisors understand not just how to structure giving, but why these conversations matter and how to lead them with wisdom and care.

• Thursday, October 29, 2025, from 8 to 11:30 AM
• On-site parking is provided for your convenience. A complimentary breakfast will be provided.

Plan to Give Conference 2026

This distinguished half-day event brings together professionals from across Alabama for thoughtful discussion and learning led by nationally recognized experts. Attendees will gain high-level strategic insight into the role of charitable planning in legacy conversations, hear the heart behind stewardship through a real family’s story, and walk away equipped with practical tools to help clients move forward confidently.

Opportunity to earn CFP®, CKA®, CLE®, and CE® credit.

As a trusted advisor, you play a critical role in stewarding what matters most to the families you serve. Lasting Legacy offers a space to engage in meaningful dialogue around values, generosity, and long-term impact—providing frameworks and approaches that integrate faith, family dynamics, and financial planning. Join peers from across the industry for a conversation that goes beyond transactions and focuses on building legacies that endure.

Plan to Give is designed with these professionals in mind:

• Financial advisors
• Financial planners
• Wealth managers
• CPAs
• Private bankers
• Estate planning attorneys
• Trust officers
• Family office associates/partners
• Investment managers

Register now