Sentences with phrase «charitable planning consultant»
«It's one of the most advantageous tax strategies available to people who make charitable giving part of their overall financial plan,» says Jacqueline Valouch, vice president and charitable planning consultant with Fidelity Charitable ®, an independent public charity.
https://www.fidelity.com/ Not exact matches
He has over 20 years of experience in the insurance and financial services industry and has served as a planned giving consultant for multiple charitable organizations.
Social Security Q&A: Become a Consultant Real Estate Investments Investment Strategies Q&A: Buy, Renovate & Profit First - Time Investors Tax - Deferred Saving Estate Planning Trusts Charitable Remainder Trusts