Make the Most of a Wealth Event

from Giving Ventures · host DonorsTrust

On the latest episode of Giving Ventures, host and DonorsTrust Vice President Peter Lipsett moderates a conversation with featured guest Chris Cousins, an experienced financial advisor who has helped many folks navigate wealth events like the sale of a business and windfalls like inheritance. DonorsTrust President & CEO Lawson Bader and DonorsTrust Chief Financial Officer Jeff Zysik also have helpful cameos on the episode.

Episode metadata supplied by the publisher feed · Published Feb 28, 2023

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Make the Most of a Wealth Event

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This episode was published on February 28, 2023.

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