Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
EP 210: Maximizing Tax Benefits: How Donor-Advised Funds Can Help
January 08, 2024
Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management dive into the concept of donor-advised funds, a popular and effective tool for charitable giving. One of the key benefits of donor-advi
Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
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