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Case Study: The Advantages in Gifting

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Manage episode 452060078 series 12842
Indhold leveret af Henssler Financial. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Henssler Financial eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

402 episoder

Artwork
iconDel
 
Manage episode 452060078 series 12842
Indhold leveret af Henssler Financial. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Henssler Financial eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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

  continue reading

402 episoder

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