How to build a client philanthropy plan

Yet another installment in our conference recap series

Conference recap

Holly Donaldson, (formerly Holly Thomas), chose not to manage investments when she founded her practice over a decade ago. How did it work out? How do she serve clients who want investment help?

CCRCs vs Aging in place

Why Linda? Why?

In which Ben interviews Roger

Guest Bethany Griffith has been serving clients and managing employees for her South Carolina firm while living in Germany! How is that even possible, and what has she learned in the process?

A guide for new planners and the people who manage them

Part of our ongoing conference review series