In this episode, Ellie talks with Arlene Cogen, a certified financial planner and the author of GIVE TO LIVE: Make A Charitable Gift You Never Imagined. After spending 20 years on Wall Street working in trusts and investments, Arlene pivoted to a career in philanthropy. Her experiences working with families led her to write her book. We dive into the importance of personal, financial and legacy planning.
Get the show notes and links to resources at https://successfulgenerations.com/episode057.