Make the Most of a Wealth Event
Podcast: Giving VenturesPublished On: Tue Feb 28 2023
Description: On the latest episode of Giving Ventures, host and DonorsTrust Vice President Peter Lipsett moderates a conversation with featured guest Chris Cousins, an experienced financial advisor who has helped many folks navigate wealth events like the sale of a business and windfalls like inheritance. DonorsTrust President & CEO Lawson Bader and DonorsTrust Chief Financial Officer Jeff Zysik also have helpful cameos on the episode.
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