You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


The Financial Power of Philanthropy

November 12, 2019

Arlene Cogen, CFP®, is a philanthropic leadership consultant and author of Give to Live: Make a Charitable Gift You Never Imagined. During this episode, she shares how she made the transition into philanthropy, what she’s doing to engage the next generation, and why it’s important to make charitable gifts that embody your core values.