WealthEngine

WealthEngine conducts monthly educational workshops for the nonprofit and financial services sectors. These free, live webcasts are open to the public and address specialized training topics related to prospect research and wealth identification.

For nonprofits, we conduct Thursday Workshops that generally take place on the third Thursday of the month from 1-2 pm EST. Each session focuses on topics that support your prospect research needs as well as how research can be used as part of your overall development strategy.  CFRE accredited.

For financial services and luxury markets, we conduct Tuesday Workshops that generally take place on the first Tuesday of the month from 2-2:45 pm EST.  Each session is designed to help you learn new ways to market to high net worth individuals.