In this episode of Clear Conversations, we sit down with Heather Larson, the Founder and Principal Advisor of LiveGive, for a discussion on entrepreneurial legacies and the vital role of strategic philanthropy. Heather shares her valuable insights on legacy, stewardship, and the importance of making intentional choices in the present to shape the legacy we want to leave behind. Join Heather and host John Sleeting as they talk through the various stages of philanthropy, the value of being strategic and intentional in giving, aligning giving with values, and engaging the next generation in the process.
This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions and is not intended to provide legal or tax advice. John Sleeting is an employee of Clearwater Capital Partners. John Sleeting and Heather Larson are members of the board of directors of Clearwater Capital Partners. All opinions expressed by participants are solely their own opinion and do not reflect the opinion of Clearwater Capital Partners.
Mrs. Larson is not a client of Clearwater Capital Partners. No compensation was provided to Mrs. Larson in exchange for her participation or comments. However, Mrs. Larson does receive separate compensation for her service as a member of the Board of Directors of Clearwater Capital Partners, LLC. This compensation and her role on the Board of Directors are the only conflicts of interest relating to her relationship with Clearwater Capital Partners.
Investment advice is offered through Clearwater Capital Partners, a Registered Investment Advisor.
To learn more:
https://www.ccpwealth.com/podcast
