https://youtu.be/sFfeCA8YHnI Welcome back to our Diary of a Financial Advisor webinar series, where we take you behind the scenes to reveal how our BFG Financial Advisors team connects current events in financial planning to our professional journeys and passion for community impact. I had the pleasure of sitting down with Amanda Pancake, Director of Community …
https://youtu.be/pd_BRv8UJ3k Welcome back to Diary of a Financial Advisor! In today’s episode, we dive into a powerful intersection of professional leadership, personal passion, and philanthropy. I’m joined by a remarkable guest: Lena Nebel, CEO of BFG Financial Advisors. Lena Nebel is a trailblazer in the world of financial planning, known for her dedication to serving …
https://youtu.be/UIxIkcGotdo In this webinar, hosted by Eric Brotman and attorney and charitable advisor Shari Fleming, we explored strategies for charitable giving and estate planning with an emphasis on community impact and legacy. Overview of Discussion: The “Why” of Charitable Giving:Both panelists shared personal stories illustrating why charitable giving is personally and communally significant. Shari spoke …
https://youtu.be/6hsYm2R6iY8 Philanthropy isn’t just for the ultra-wealthy or large foundations. The right planning makes impactful giving accessible to anyone passionate about supporting meaningful causes. This webinar, co-hosted by York College of Pennsylvania, provides key strategies for alumni, community members, and anyone curious about maximizing their impact through smart giving strategies. Key takeaways: 1. Qualified Charitable …
https://youtu.be/JRz1gZyH8b0 Are you looking to maximize your philanthropy while minimizing your tax burden? Join Eric D. Brotman, CFP®, CAP®, Manny Essien, CFP®, and Chris Vaughan, Vice President of Stevenson University, for an insightful discussion on powerful, tax-smart strategies. Discover how you can make a meaningful impact by supporting organizations like Stevenson University, while reducing your …
https://youtu.be/NKcXbJ8FGg8 Join Eric D. Brotman, CFP®, CAP®, John T. Butler, CFRE, and Fr. Michael Barth, ST, for a conversation around four tax-smart strategies to help you maximize your philanthropic giving in a way that reduces your tax bill and lets you leave assets to your children or grandchildren. This webinar covers an array of topics …
https://youtu.be/SmLCXIXNCzY Join Eric Brotman and Jeff Dudley for a conversation around four tax-smart strategies to help you maximize your philanthropic giving in a way that reduces your tax bill and lets you leave assets to your children or grandchildren. This webinar covers an array of topics aimed at helping you optimize your charitable giving. We …
Published on Forbes.com Best-selling author Arlene Cogen has taught people of all backgrounds, situations and socioeconomic statuses that giving back to the community isn’t as complicated as it seems—and isn’t just for the 1% Click here
Published on Forbes.com They say only two things in this life are certain: death and taxes. While that may be true, what if I told you that you could minimize your tax bill while you’re alive and contribute a meaningful donation to your favorite charity after you die? Read More
