hosted by: Business Development Specialist – Ann Vaeth
special guest: Managing Director – Steven Kuhlman
The commercialized shopping days of Black Friday and Cyber Monday are upon us. The following day, December 1, is Giving Tuesday: a day that recognizes charitable initiatives through donations and acts of service for the betterment of the community.
We sit down with Managing Director Steven Kuhlman to discuss planning strategies that can help our clients pursue their charitable giving goals, just in time for Giving Tuesday!
Investment advice offered through Shepherd Financial Partners, LLC, a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training.
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