Histoires de conseillers
Julia Trivisonno, Senior Vice President et Key Private Bank Market Leader, explique comment l'application de la psychologie financière est essentielle à l'état d'esprit d'une personne vis-à-vis de l'argent et aux comportements qui en découlent, en particulier en ce qui concerne les dons de charité.
Découvrez comment Jeff Knauss et sa femme utilisent leur fonds de donateurs pour impliquer leurs enfants dans leur philanthropie en participant au processus de prise de décision concernant les domaines dans lesquels ils apportent leur soutien et ceux dans lesquels ils font du bénévolat.
Hear from Pragya Murphy, MBA, CAP®, Senior Philanthropic Advisor, on you can help your clients leverage potential future liquidity events to support the community causes they care most about.
Hear from Jan Lane, CAP®, Senior Philanthropic Advisor, about the three key provisions affecting philanthropists in the new SECURE 2.0.
William Davies, Attorney at Davies Law Firm, P.C., explores how the New York Statutory Power of Attorney affects charitable giving.
Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next quarter century. For advisors, this transition continues to signal major planning opportunities as more baby boomers turn their attention to retirement and estate planning. But how will this impact us...
Caragh believes that building a financial plan is like putting together a puzzle and charitable giving is an important piece.
In anticipation of Professor Hoyt’s upcoming appearance in October, we’re sharing a few teasers from his presentation.
