Nov 17, 2022
Mark Halpern, CFP, is a Trust and Estate Practitioner who has helped business owners, entrepreneurs, and professionals in affluent families for over 30 years. As CEO of Wealth Insurance, he and his team specialize in tax-advantaged insurance solutions to protect families, create charitable legacies, and preserve estates. He is also building a national community of 100 financial professionals and charities with the goal of creating $1 billion in philanthropy annually. In this episode, Mark joins the show to inspire you to start thinking about your charitable planned giving.
You can find show notes and more information by clicking here: RPS Ep 27 Show Notes