Since completing his 35-year career at Welch Allyn, he has dedicated his time and resources to his growing family (grandchildren!) and improving the Central New York community.
Dr. James shared the Top 10 charitable planning strategies for financial advisors under the new tax law and the SECURE Act. Participants learned to help clients and grow their practice using charitable planning with special tips related to the new tax law.
“Day one you come in and you are paid even for your work on your health. Hope is how we all begin to fill that safety net.”