Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.
The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com
JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.
Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.
This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.
COVID-19 highlighted many of the social ills that philanthropists and non-profits have dealt with for decades. We invited Peter Lipsett of DonorsTrust (DonorsTrust.org) and Catherine Schott Murray of Odin, Feldman, & Pittleman, P.C. (OFPLaw.com) and The Community Foundation for Northern Virginia (CFNOVA.com) to share their experience and expertise. They discussed what Community Foundations do for the community; how donor advised funds provide charitable flexibility; and how low-profile non-profits are surviving!
Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com
Links:
Donors Trust https://www.donorstrust.org/
Odin, Feldman & Pittleman, P.C. https://www.ofplaw.com/
Sponsored by: Jason Howell Company https://www.JasonHowell.com
Amazon: https://www.amazon.com/author/jasonhowell
Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/
YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/
Twitter: https://twitter.com/JasonHowellCo
Linkedin: https://www.linkedin.com/in/jasonhowell
