SK Wealth - Episode 4 - Charitable Gift Planning

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SK Wealth's Solutions & Knowledge podcast

Business


In this episode, we celebrate the Season of Giving by discussing charitable gift planning. Cheryl Ethier, Senior Client Relationship Manager at SK Wealth, has a discussion with Stephanie Diamond, Managing Director and Charitable Planning Consultant at Schwab Charitable. Also, in our Long View Segment we give an update on some current events effecting the markets both in the near-term and in the long-term.