Speaking Engagements

  • Randy to speak at Purposeful Planning Institute Fusion Collaboration
    Jul 24, 2018, 9:00 AM – Jul 25, 2018, 1:00 PM
    Denver, Denver, CO, USA
    Purposeful Planning Institute's 4th Annual Fusion Collaboration Tuesday, July 24th – Wednesday, July 25th, 2018
  • Randy Fox to co-present with RJ Kelly at Advisors in Philanthropy Conference: Click here for the details
    May 02, 2018, 8:15 AM
    Location is TBD
    This presentation will discuss various alternatives for eliminating or reducing capital gains taxes. Strategies are both charitable and non-charitable but advisors will be fully equipped to "meet their clients where they're at" in the planning process.