Decoding Qualified Charitable Distributions
Guest: Mike Weaver Vandenack Weaver December 26, 2023
Guest: Mike Weaver Vandenack Weaver December 26, 2023
Guest: Zac Ritchey Partner, Managing Director Private Wealth Asset Management December 5, 2023
Mary E. Vandenack, founder and CEO, is recognized by the National Association of Estate Planners & Councils (NAEPC) as an inductee into the Estate Planning Hall of Fame® and as a recipient of the Accredited Estate Planner® (Distinguished) designation for 2023.
Guest: Kim Cappellano Private Wealth Asset Management October 24, 2023
Guest: Deirdre Wheatley-Liss Porzio, Bomberg & Newman October 17, 2023
Guest: Anne Burnett Burnett Willson Law September 26, 2023
Guest: Amanda Koplin. LPC Koplin Consulting September 5, 2023
Guest: Darrin Brumbaugh Harrison Financial Services August 8, 2023
Guests: Jerry Hesch and Stephen Breitstone Meltzer, Lippe, Goldstein, and Breitstone, LLP June 6, 2023
Guests: Jerry Hesch and Stephen Breitstone Meltzer, Lippe, Goldstein, and Breitstone, LLP May 23, 2023