When it comes to planning of any kind, there is no time like the present!
Asking good questions is the best way to get good answers.
Hear from Steve Jacobs, president of Bishops Brook, Inc. and former Community Foundation board member on how he ‘pops the question.’
Preparing for a business sale involves assembling a team of advisors, reviewing financial and estate plans, assessing the transition, and creating a plan of action.
‘Popping the Question’ About Charitable Giving: How to Become a Philanthropic Business Leader for Your Community
Wondering how to start a conversation about charitable giving with your clients? Or looking to refresh your approach?
Hear from Caragh Fahy, CFP®, President & Owner of Madison Financial Planning Group on how she ‘pops the question.’
Hear from Karin DeLaney, Principal, Sloan DeLaney P.C. on how she ‘pops the question.’