I feel like I've been blessed and have accumulated a great deal of wealth. The reality is, I won't spend it down over my lifetime. What should I think about in how to use my money to make an impact on my community?
Brian Leitner, head of Mariner Platform Solutions at Mariner Wealth Advisors, sits down with Aaron Fulton, a senior wealth advisor at Mariner Wealth Advisors, to discuss strategies to use wealth to effectively give back to your community or donate to charity. Aaron talks about his real-world conversations with clients and what he and his clients talk about when choosing where and how to give back.
0:00 Intro
0:22 Aaron’s Perspective
3:58 Strategies to Make an Impact
6:39 Outro
#charity #donation #community
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These videos are limited to the dissemination of general information and are not intended to be legal or investment advice. Nothing herein should be relied upon as such. The views expressed are for informational purposes only and do not take into account any individual personal, financial, or tax considerations. There is no guarantee that any claims made will come to pass.
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