Philanthropic Planning | Insights
The Unexpected Adventures of a Philanthropy Book Club's Founder
Bay Area wealth advisor Amanda Weitman, CAP®, is passionate about staying current with the best thinking about philanthropy. Having tried to read the best new books about philanthropy solo, she realized that these were appearing faster than she could cover them alone. She also recognized the need to make wealth advisors feel more comfortable holding conversations about philanthropy with their clients. But she never expected where that desire to help others do better would lead—especially not to San Quentin, one of the highest-security prisons in the country.
July 26, 2021
July 26, 2021
Special Needs Planning | On-Demand Webcasts
The Convergence - Special Needs Planning and Women
July 15, 2021
Special Needs Planning | On-Demand Webcasts
Establishing Tax Basics of Special Needs Trusts
June 17, 2021
Practice Management | On-Demand Webcasts
Taking Your Financial Services Firm to the Next Level
June 03, 2021