Hear from Marie Norkett, CFP®, Wealth Advisor, SageView Advisory Group, on how she “pops the question.”
Hear from William Davies, Attorney at Davies Law Firm, P.C., on how he “pops the question.”
At the Community Foundation, we work with donors to help them support the causes and charities that are close to their hearts. We manage more than 800 charitable funds set up by individuals, businesses and nonprofits. These funds provide support for the greatest needs of...
Hear from Madelyn H. Hornstein, CEO, Dermody, Burke & Brown, CPAs, LLC, on how she “pops 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.”