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Library » Webinar: Growing Your Practice Through Opportunities with Charitable Organizations

May 08, 2019 | Investment Management

If you’re an advisor traditionally focused on high-net-worth clients, the endowment and foundation space can be a natural area for growth. With more than 1.3 million 501(c)(3) organizations in existence there are plenty of non-profits that could benefit from working with …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » Today’s Household CFO

April 22, 2019 | Financial Planning

When it comes to investing and managing household finances, women’s roles have evolved. Just as the number of women in the workforce has drastically increased over the past several decades, so too has the number of women who have taken on the responsibility of their family’s finances. In fact, …


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