Advising Across Generations: A Conversation with Sharna Goldseker
February 27, 2019
Whitney Hosty, Senior Philanthropic Advisor recently sat down with Sharna Goldseker to discuss how financial planners, wealth managers, accountants, attorneys and other professional advisors working with charitable clients can approach the topic of family philanthropy as we face the largest wealth transfer in our history.
Listen to Sharna and Whitney’s conversation here.
This is part one of a two-part conversation with Sharna. In part two, Whitney and Sharna’s conversation focuses on individuals and families and how they can come together to build a charitable legacy.
Find more information on part two of the conversation here.
Authored by: Ashley Hawkins, Content Specialist