How do you change the conversation from money to vision? Hear from our guest Dr. Moira Somers who will talk about conversations concerning this different Holiday season. The importance of talking vision then money....
Friday, October 9, 2020
Host: Kornelia Stephanie
Co-Host: Joan Sharp MSFS
Guest: Dr. Moira Somers
Charitable Giving is one of the most unplanned cash flows and where we think we leave a legacy more in the end than as we live day to day.
Friday, March 13, 2020
Guest: Susan Axelrod
