Noticias del Asesor
Lee M. Gatta, CLU®, ChFC®, AEP® is a board member of the Community Foundation and financial advisor who offers financial planning, insurance, and investment advisory services.
He focuses his practice in the areas of New York elder law, Medicaid, trust and estates, guardianships, and special needs planning.
Hear from Gary Grossman, Managing Partner, Grossman St. Amour, on how he ‘pops the question.’
Imagine the difference we could make in our community if $55 million in grants were available to our local nonprofit organizations each year.
When it comes to planning of any kind, there is no time like the present!
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.
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.’