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 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.

About Brian Loy

Brian Loy writes insightful and inspiring articles about the ever-changing world of personal finance and the global trends that affect the risk and return on investments and shape the financial- and retirement-planning process.
This entry was posted in Philanthropy, Planning Tips and Goals, Sage Advice, Wealth Management. Bookmark the permalink.

Comments are closed.