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 session about planning for the future, the $30-60 trillion of wealth due to be transferred by Baby Boomers, and interesting stories about giving.
Check back regularly for more episodes of Sage Advice.
