Mettez-vous hors ligne avec l'application Player FM !
Case Study: Creating a Legacy of Philanthropy
Manage episode 447435122 series 12842
Text us your financial questions!
Original Air Date: October 29, 2024
Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch, to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance.
Read the Article: https://www.henssler.com/building-a-legacy-strategic-charitable-giving-options-for-investors
394 episodes
Manage episode 447435122 series 12842
Text us your financial questions!
Original Air Date: October 29, 2024
Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch, to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance.
Read the Article: https://www.henssler.com/building-a-legacy-strategic-charitable-giving-options-for-investors
394 episodes
Tous les épisodes
×Bienvenue sur Lecteur FM!
Lecteur FM recherche sur Internet des podcasts de haute qualité que vous pourrez apprécier dès maintenant. C'est la meilleure application de podcast et fonctionne sur Android, iPhone et le Web. Inscrivez-vous pour synchroniser les abonnements sur tous les appareils.