hand holding growing money

When it comes to planning of any kind, there is no time like the present!

hand holding growing money

Asking good questions is the best way to get good answers.

Steve Jacobs headshot

Hear from Steve Jacobs, president of Bishops Brook, Inc. and former Community Foundation board member on how he ‘pops the question.’

hand holding growing money

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.

Business People Talking

Wondering how to start a conversation about charitable giving with your clients? Or looking to refresh your approach?

Caragh Fahy headshot

Hear from Caragh Fahy, CFP®, President & Owner of Madison Financial Planning Group on how she ‘pops the question.’

Karin DeLaney headshot

Hear from Karin DeLaney, Principal, Sloan DeLaney P.C. on how she ‘pops the question.’