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Case Study: The Advantages in Gifting

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Manage episode 452060078 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Original Air Date: November 23, 2024

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.

Read the Article: https://www.henssler.com/giving-with-purpose-maximize-the-impact-of-your-gifts

  continue reading

413 episodes

Artwork
iconShare
 
Manage episode 452060078 series 12842
Content provided by Henssler Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Henssler Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Original Air Date: November 23, 2024

Director of Research Nick Antonucci, CVA, CEPA, is joined by Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, to advise a couple interested in gifting money to their family members, offering efficient and beneficial ways to share their wealth.

Read the Article: https://www.henssler.com/giving-with-purpose-maximize-the-impact-of-your-gifts

  continue reading

413 episodes

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