Juliet Maloff
Seventeen grants from our Black Equity & Excellence Fund totaling $240,000 were distributed to support Black-led nonprofit organizations and projects that counteract systemic racism.
Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next quarter century. For advisors, this transition continues to signal major planning opportunities as more baby boomers turn their attention to retirement and estate planning. But how will this impact us...
Jeff Knauss gives because “it’s the right thing to do—period.” He strives to continue making a bigger impact in our community by contributing to its greater good.
Caragh believes that building a financial plan is like putting together a puzzle and charitable giving is an important piece.
Last month’s Juneteenth parade, a city-wide expression of pride, brought together the Black community in a display of cultural recognition and social dialogue. Without the phenomenal work of Juneteenth Inc., the festival would not have touched as many hearts as it did.
Hear from Marie Norkett, CFP®, Wealth Advisor, SageView Advisory Group, on how she “pops the question.”
Lisa Dunn Alford, Executive Director, ACR Health and Martin A. Schwab, Trusts and Estates Tax Attorney, Bond, Schoeneck & King appointed to serve their first three-year term on our Board of Directors.
In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from his presentation.
