Make the Most of a Wealth Event

Giving Ventures

English - February 28, 2023 11:00 - 44 minutes - ★★★★ - 12 ratings
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On the latest episode of Giving Ventures, host and DonorsTrust Vice President Peter Lipsett moderates a conversation with featured guest Chris Cousins, an experienced financial advisor who has helped many folks navigate wealth events like the sale of a business and windfalls like inheritance. DonorsTrust President & CEO Lawson Bader and DonorsTrust Chief Financial Officer Jeff Zysik also have helpful cameos on the episode.