Professional Advisos Exchange
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Professional Advisors’ Exchange
Join fellow professional advisors for an engaging conversation about charitable planning and how we can help clients turn their financial, tax, and estate planning goals into meaningful community impact.
October 29, 2026 | 4:00–6:30 PM
SLO Ranch Pavilion | San Luis Obispo
Hear perspectives from local professionals in estate planning, wealth management, and tax advising, explore practical charitable giving strategies, and learn how the Community Foundation can be a resource for you and your clients.
Connect with colleagues, exchange ideas, and leave with practical insights to bring into your client conversations.
Save Your Spot
Join fellow professional advisors for an engaging conversation about charitable planning and how we can help clients turn their financial, tax, and estate planning goals into meaningful community impact.
October 29, 2026 | 4:00–6:30 PM
SLO Ranch Pavilion | San Luis Obispo
Hear perspectives from local professionals in estate planning, wealth management, and tax advising, explore practical charitable giving strategies, and learn how the Community Foundation can be a resource for you and your clients.
Connect with colleagues, exchange ideas, and leave with practical insights to bring into your client conversations.
Save Your Spot
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Where is it happening?
SLO Ranch, Tesla, 871 Froom Ranch Way, San Luis Obispo, CA 93405-7216, United States
Event Location & Nearby Stays:
Know what’s Happening Next — before everyone else does.
Host or PublisherThe Community Foundation San Luis Obispo County
