Industry Experts Discuss Estate Planning Ideas To Professional Advisors

The insights and industry knowledge presented by Jonathan G. Blattmachr, Teresa L. Bush, Esq. and Michael Graham during today’s 17th annual Advisors Series For Estate and Wealth Management Professionals was excellent. The speakers are shown left to right in the cover image.

We appreciate the confidence that our donors who work closely with The Catholic Foundation have placed in us to help establish a customized approach to direct their charitable giving.

Given the significant role that professional advisors have in assisting clients with their wealth management and family legacy plans, we look forward to offering our expert service to professional advisors and their clients when it comes to realizing philanthropic intentions.

All professional advisors are invited to talk to our team of experts for more information about charitable planning for your clients.