Poser la question

Marie Norkett, CFP®, conseillère en gestion de patrimoine, SageView Advisory Group, vous explique comment elle "pose la 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 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.”