Advise: For Professional & Wealth Advisors
Community Foundations and Professional Wealth Advisors: What's the Connection?
Ask your advisor--it could be your attorney, accountant, insurance agent, trust officer, financial planner, or investment broker--how charitable giving through the Community Foundation might fit into your plans. We would be more than willing to meet jointly to discuss how you can achieve your charitable goals and do sound planning at the same time.
Community foundations like ours have spread throughout the country over the past twenty years. Donors and their advisors have come to appreciate our flexibility, our responsiveness, our value, and our shared interest in the communities we serve.
The Community Foundation has been sponsoring educational seminars for wealth advisors in our area, and we will continue to do so. Some of the topics address charitable issues. Some have been about more general topics or changing laws that are of concern to advisors and how they can best serve their clients.
We are thankful for the advisors who have donated their time to make presentations:
- Steve Purich, Retired Estate Planner and Wealth Manager
- Karen A. Varga and Stephanie Stohon of Wessel and Company
- Michael W. Sahlaney, Esquire of Sahlaney and Dudeck Law Office
- Barry R. Gilchrist and Thomas R. Seitz of Wessel and Company
- Douglas P. Puchko, President of Puchko Financial Associates, Inc.
We also appreciate the over 200 professionals who have attended these seminars to date. We look forward to working with them, now and in the future. As we restructure our web site, the Professional Wealth Advisor section is being groomed to not only serve the needs and best interests of those advisors but to also give the community more resources.
Community foundations and wealth advisors agree: please make sure for your own best interests to have a plan and to review it regularly. You will feel better about things when you do.
