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.’