Gå offline med appen Player FM !
Case Study: The Advantages in Gifting
Manage episode 452060078 series 12842
Text us your financial questions!
Original Air Date: November 23, 2024
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.
Read the Article: https://www.henssler.com/giving-with-purpose-maximize-the-impact-of-your-gifts
402 episoder
Manage episode 452060078 series 12842
Text us your financial questions!
Original Air Date: November 23, 2024
Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.
Read the Article: https://www.henssler.com/giving-with-purpose-maximize-the-impact-of-your-gifts
402 episoder
所有剧集
×Velkommen til Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.