Philanthropy / Non-Profit
Bill Walsh is a Life Member (46 years) of The Million Dollar Round Table, recipient of The College’s Huebner Gold Medal and an avid golfer. He has been married to his wife Barbara for 64 years, has 15 children, 29 grandchildren and 8 great grandchildren. email@example.com
Read on for true insurance stories from a 60+-year veteran. Read More >
Mitchell Kraus, CFP®, CAP®, CLU®, ChFC®, is a registered representative with, and offers securities through, LPL Financial, Member FINRA/SIPC. He has been helping clients plan for their financial future since 1993. He and his father, Arthur, established Capital Intelligence Associates in 2003 as a comprehensive resource for independent, unbiased advice and trusted financial guidance. Mitchell.Kraus@wcinput.com
Your clients can pass on more than money to their children. Read More >
Rosemary is an author, columnist and an international business coach for financial advisors. She spent her career working at leading investment firms before pursuing her passion for coaching. She lives in Victoria, BC. Visit her website at www.rosemarysmyth.com.
There are many advisors that volunteer, give back to their community and use their skills and talents to become board members for not-for-profits, foundations or endowments. They bring... Read More >
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