The Community Foundation recently sat down with Allison B. Becker, a Financial Advisor, Fiduciam Financial of the private wealth advisory practice of Ameriprise Financial Services, LLC to discuss charitable giving as part of comprehensive financial planning
The Community Foundation recently sat down with Douglas K. O’Connell, Esq. of Howd, Lavieri & Finch, LLP, one of Northwest Connecticut’s oldest and most established law firms, to discuss options for effective planned giving.
The Community Foundation recently sat down with Michael Magistrali, esq. of Michael F. Magistrali & Associates to discuss giving locally and simple planned giving options.
Northwest Connecticut attorneys Audrey B. Blondin, recently named Connecticut Bar Association 2020 Citizen of the Law, and her daughter, Rose A. Blondin Shea, discuss their work advising charitably inclined clients on leaving a legacy.
The Community Foundation recently sat down with Northwest Connecticut attorney Michael Lynch to discuss his work in planning for clients’ long-term goals and thoughtful giving through their estate planning.
We recently sat down with Northwest Connecticut attorneys Michael D. Rybak and his son, and Community Foundation Apolonia Stanulis Scholarship Fund recipient, Michael D. Rybak Jr. to discuss their work advising charitably inclined clients on planning well and giving locally.
The Community Foundation recently sat down with Northwest Connecticut estate planning attorney Donna D. Vincenti to discuss her work advising charitably inclined clients on gift options, tax advantages, and common concerns related to charitable gift planning.
