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Turning a Windfall into a Charitable Legacy

Author
Henssler Financial
Published
Tue 16 May 2023
Episode Link
None

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 

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