Philanthropy Strategies

Critical Element of the Week: Legacy Planning
This Week's Focus: Philanthropy Strategies

Elements in Focus – March 28th, 2025
Presented by: Aaron Rheaume, CKA®, and Daren Hardesty, CFP®

#FinancialEnhancementGroup #YourLifeAfterWork #FinancialPlanning #LifeAfterWork #LegacyPlanning #Philanthropy #Philanthropic

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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