Category Archives: Philanthropy
Sage Advice – Episode 2: Chris Askin, Community Foundation of Western Nevada
Sage Financial Advisors welcomes you to our second episode of Sage Advice, featuring Brian Loy, CFA, CFP of Sage Financial, and Chris Askin, President and CEO of Community Foundation of Western Nevada. This episode is a fun, informative and thought-provoking … Continue reading
Posted in Philanthropy, Planning Tips and Goals, Sage Advice, Wealth Management
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The Season of Charitable Giving
The year is almost over, and it’s time to make a few important decisions before 2020 begins. According to Cerulli Associates, a research firm that specializes in global asset management, a significant wealth transfer is expected to occur over the … Continue reading
Posted in Philanthropy, Planning Tips and Goals
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