One of the most common questions among families who are transferring wealth to future generations is “How much should I leave to my children?” Experts say the answer is as much as they are prepared to receive.
The Great Wealth Transfer: Communicating with Your Family
Opening a Donor Advised Fund vs. Starting a Private Foundation--which is right for you?
Professional Advisor Recognition Society Spotlight on Justin T. Roudiez, CFP®, ChFC®, White Oak Wealth Management
Your work matters and sharing what matters can increase your capacity to fulfill your organization’s mission. So, join us on May 17, 2024 to learn the communication best practices that will help you say what matters so you can continue to do what matters.
SAY WHAT MATTERS: A Communications and Marketing Conference
May 17, 2024
8:30am - 4:00pm
Grants 4 Teachers Application Opens
May 20, 2024
12:00am - 12:00pm
Anna E. Greenberg Board Leadership Symposium: Board and Staff Relations in an Evolving Sector: the Good, the Bad, the Insightful
May 23, 2024
12:00pm - 3:00pm