If you would like us to speak at an upcoming event, feel free to reach out to discuss the event and availability.
Watch this inspiring and informative recording about Cars for Keeps, a non-profit organization dedicated to breaking the cycle of poverty through innovative car assistance programs.
As the year-end and the season of gratitude and generosity draw near, you may be considering making gifts to charity. Watch this recording to learn how to optimize your charitable giving and potentially reduce your tax burden for 2023. Explore key topics such as gifting cash versus appreciated securities, the advantages of Qualified Charitable Distributions (QCDs), and the benefits of donor-advised funds.
Watch this presentation to learn how and why to incorporate philanthropy into your overall financial planning.