Philanthropy / Non-Profit
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 >
Paul Brooks is currently the Director of R&D for InsuranceThoughtLeadership.com. He was the co-founder of Renaissance Inc. and Helixx Group, LLC, innovative companies created to enlarge the value of human life impact. He is preparing to launch his next venture in the area of life worth and value creation. Paul.Brooks@wcinput.com
Recognizing the family’s intangible assets is key to financial and emotional well-being. Read More >
Joan Sharp, CFP®, ChFC®, CAP®, MSFS, is founder and president of Life Strategies, LLC based in Delaware.
Gifting money can open an important dialogue about money between your clients and their children. Read More >
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