顾问故事
聆听高级副总裁兼关键私人银行市场主管 Julia Trivisonno 的演讲，了解金融心理学的应用如何对个人的理财心态和随之而来的行为至关重要，尤其是在考虑慈善捐赠时。
了解杰夫-克瑙斯（Jeff Knauss）和他的妻子如何利用他们的捐赠者建议，让他们的子女参与到他们的慈善事业中来，参与到他们提供支持和志愿服务的决策过程中来。
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.
