Estate Planning IPO Windfall: How to Incorporate Charitable Giving Into Your Financial Plan Your lock-up period for selling shares from an IPO is ending and you’re about to receive a significant windfall – how can you incorporate charitable giving?
Executive Financial Counseling Why Financial Planning Belongs as a Workplace Perk Competing for top talent in a global marketplace requires giving the best candidates a compensation and benefit package that covers their needs and protects their family. Today that means offering financial planning and tax preparation services.
Executive Financial Counseling Executive Financial Counseling: Planning to Protect Your Life’s Work An engaging look into a corporate benefit that is designed to ease the life of senior executives while helping organizations recruit and retain top talent who will help them thrive.