Forum 400 Let’s Chat: Charitable giving strategies and why not to ignore the topic
Forum 400 Let’s Chat: Charitable giving strategies and why not to ignore the topic
This will be an open discussion on how charity can enhance a financial plan for clients that are charitable minded and ones that are not. Like the unmeetings, Forum 400 Let’s Chats are an open format discussion held monthly. Let’s Chats are an exclusive opportunity for Forum 400 members to share their thoughts and speak ... Read more