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Konten disediakan oleh Joseph Curry and CFP Professional. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Joseph Curry and CFP Professional atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.
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Ep #27: Maximizing Your Legacy Through Charitable Giving with Mark Halpern

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Konten disediakan oleh Joseph Curry and CFP Professional. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Joseph Curry and CFP Professional atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Mark Halpern, CFP, is a Trust and Estate Practitioner who has helped business owners, entrepreneurs, and professionals in affluent families for over 30 years. As CEO of Wealth Insurance, he and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve estates. He is also building a national community of 100 financial professionals and charities with the goal of creating $1 billion in philanthropy annually. In this episode, Mark joins the show to inspire you to start thinking about your charitable planned giving.

You can find show notes and more information by clicking here: RPS Ep 27 Show Notes

  continue reading

93 episode

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iconBagikan
 
Manage episode 347321465 series 3008801
Konten disediakan oleh Joseph Curry and CFP Professional. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Joseph Curry and CFP Professional atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Mark Halpern, CFP, is a Trust and Estate Practitioner who has helped business owners, entrepreneurs, and professionals in affluent families for over 30 years. As CEO of Wealth Insurance, he and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve estates. He is also building a national community of 100 financial professionals and charities with the goal of creating $1 billion in philanthropy annually. In this episode, Mark joins the show to inspire you to start thinking about your charitable planned giving.

You can find show notes and more information by clicking here: RPS Ep 27 Show Notes

  continue reading

93 episode

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