Popping the Question
Hear from J. Daniel Pluff, Financial Advisor, on how he “pops the question.”
Hear from Martin A. Schwab, Esq., Partner, Bond Schoeneck & King PLLC, on how he “pops the question.”
In this session, we featured advisors who spoke about philanthropy and the role that professional advisors play in their clients’ philanthropic endeavours. We: Discovered why advisors believe it’s important to bring up the topic of charitable giving Learned which stage you should bring up charitable...
Hear from Grace Ghezzi, CPA/PFS/CFF, CFP®, CFE, AEP®, President & Financial Consultant, Grace B. Ghezzi Consulting, LLC., on how she “pops the question.”
Hear from Anne Ruffer, Esq., Managing Partner and Member of Executive Committee, Mackenzie Hughes, LLP, on how she “pops the question.”
Hear from David Holstein, Esq., Member & Board of Managers, Bousquet Holstein, PLLC, on how he “pops the question.”
Hear from David Ayoub, Partner-in-Charge: Tax Department, Bowers & Company CPAs, PLLC, on how he ‘pops the question.’
Hear from Gary Grossman, Managing Partner, Grossman St. Amour, on how he ‘pops the question.’
Hear from Steve Jacobs, president of Bishops Brook, Inc. and former Community Foundation board member on how he ‘pops the question.’
Wondering how to start a conversation about charitable giving with your clients? Or looking to refresh your approach?