Original Air Date: May 13, 2023
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Peter Lynch to discuss an investor who wants to direct her significant inheritance to charity by creating a lasting legacy.
Read the Article: https://www.henssler.com/financial-planning-and-giving-unlocking-the-potential-of-an-unexpected-windfall