Women on Wealth, By Women For Women
A Smarter Way to Give
January 21, 2022
In A Smarter Way to Give, Julina and her colleague, Theresa Donatelli discuss more efficient ways to give. They highlight the advantages of utilizing a Donor Advised Fund and Qualified Charitable Donation. If you enjoy this podcast, please consider leav
Do you ever feel unsettled as to whether you are on track towards your goals? Listen in as Julina demystifies every day financial topics, to give you confidence in your future. She is a Partner and Wealth Advisor with Principle Wealth Partners, a Certifi
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