In this episode host Belle Osvath CFP® interviews Michael Barret Jones on charitable giving that directly supports your local community. Michael gives some insight on how local Community Foundations operate and how you can leverage their expertise to help your clients and grow your own professional knowledge.
If you have clients that are charitably inclined or interested in leaving a legacy this is the episode for you.
FPA NCA News & Events: fpanca.org
Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17
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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.
Smarter Planner Podcast