Prosper, Volume Four

Dec. 2, 2021

Our fourth edition of Prosper covers a variety of planning topics designed to help you keep your financial plan on track including:

  • Positioning Your Family for the Next Generation
  • Stretching Out Your IRA with a Charitable Trust
  • Now is the Time for Women to Focus on Finances
  • Flexible Retirement Savings Solutions for Owner-Only Business
  • Estate Planning in an Uncertain Landscape
  • Four Trends in Philanthropy
  • An Economic Attitude Adjustment
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