December 2, 2021 • 21 mins
In this episode, we feature two special guests who offer an inside look at year end planning with a focus on charitable giving. Jason Katz, a principal and wealth advisor with Bartlett Wealth Management, will walk us through how to build your year end charitable giving checklist. After that, we'll be joined by Michele Carey, the director of professional advisor relations with the Greater Cincinnati Foundation, who will share insights into how community foundations can help connect people with purpose through the lens of charitable giving.
Learn more at bartlett1898.com. Join us on Facebook and Instagram @Bartlett198, and on LinkedIn @Bartlett Wealth Management
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