Reflecting on New Ways to Connect

Thanks to Veris Wealth Partners for allowing us to cross-post this article from their site. by Lori Choi, Partner & Wealth Manager at Veris WealthI recently had the pleasure of attending the Transforming Family Philanthropy Retreat with an inspiring group of young...
Five reasons to attend Transforming Family Philanthropy

Two months+ (!?!) after CTTFP

After some necessary prodding from the delightfully persistent Mike G, I am finally posting some reactions I had to Creating Change through Family Philanthropy.  This is partly me calling myself out — one step towards being accountable to myself and others.  But...