Archived Episodes
"How do you change the conversation from money to vision?" with Joan Sharp and Special Gu...
How do you change the conversation from money to vision? Hear from our guest Dr. Moira Somers who will talk about conversations concerning this different Holiday season. The importance of talking vision then money....
Changing the Conversation from Money to Vision Part 2 Joan Sharp and Susan Axelrod
Charitable Giving is one of the most unplanned cash flows and where we think we leave a legacy more in the end than as we live day to day.