Join us for the Fourth installment of our Everything but the Money webinar series as we explore the importance of a trusted Advisor
Hosted by Michael J. Fischer and featuring special guest Tom Garrity, Managing Partner at Compass Point Consulting, this 30-minute session will review who a Trusted Advisor is, what their responsibilities are and the ethical code they need to follow.
Everything but the Money: Legacy Planning & Charitable Giving
Hear from Michael Fischer from Client 1st Financial and Laura McHugh from United Way of the Greater Lehigh Valley discuss legacy planning and charitable giving.
Everything but the Money: Value of communication
Legacy planning isn’t just about legal documents and financial assets—it’s also about clarity, communication and ensuring your family understands your wishes.
Everything but the Money: Setting the Stage on Legacy
Your legacy is more than just assets—it’s about the values, decisions and impact you leave behind.
Michael Fischer will introduce legacy planning from a nonfinancial viewpoint- helping you define what truly matters and how to make these goals a reality. This is part 1 or our 4 part series.
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