Wealth of Narratives: Diverse Money Stories in Planned Giving

Wealth of Narratives: Diverse Money Stories in Planned Giving

Money stories drive decisions. We will delve deep into the significance, recognition, customization, and celebration of diverse money stories. Let's discover how understanding these stories can impact your planned giving strategies.

Andrew Tudor, CFP, EA, CAP, Financial Advisor | Alchemist Wealth

Wednesday, May 15 | 10:30am

Gooch A

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