Topics: Behaviors Around Money / The One-Year Plan / Values Investing – Identifying Your Priorities / Estate Planning and Insurance Basics / Charitable Giving Strategies
This session will help answer questions about estate planning and charitable gifting.
Hosted By:
Jennifer McCosley Windsor, CFP®, CAP® – Vice President, Senior Financial Advisor at Triad Financial Advisors
Vaishali Shah, MBA, CFP® – Founder & Coach Copper Seed, LLC
Zoom link (prior registration is required):