February 23, 2019
NORLEY: PLANNED PHILANTHROPY

  • Make charitable giving part of your financial plan
  • Americans give away hundreds of billions a year
  • Need to plan for it financially

USNIK: VALUABLE ADVICE

  • CEOs and philanthropists should create a sounding board of millennials
  • Get their views on issues that matter to you
  • Millennials are the employees, customers and investors of the future

Watch the related WEALTHTRACK episode.


Tagged with:

Back to Top