Make the Most of a Wealth Event
Giving Ventures - Podcast készítő DonorsTrust - Keddek
Kategóriák:
On the latest episode of Giving Ventures, host and DonorsTrust Vice President Peter Lipsett moderates a conversation with featured guest Chris Cousins, an experienced financial advisor who has helped many folks navigate wealth events like the sale of a business and windfalls like inheritance. DonorsTrust President & CEO Lawson Bader and DonorsTrust Chief Financial Officer Jeff Zysik also have helpful cameos on the episode.
