Charitable Giving

Ep109: Important Milestones

Patti Brennan: Hi, there. Welcome to "The Patti Brennan Show." Whether you have $20 or 20 million, this show was for those of you who

Ep1: Year End Tax Planning Tips

Patti Brennan: Welcome again to the Patti Brennan Podcast. Today, joining me is Eric Fuhrman. He's our Chief Planning Officer. Thank you so much for