Professional Advisor Presentation
Thomas Nelson Community College, Historic Triangle Campus 4601 Opportunity Way, Room 317G, President's Conf. Rm., WilliamsburgThe Williamsburg Community Foundation and Mason Investment Advisory Services, Inc. Present: Save, Invest and Give: Help Your Clients Meet Their Charitable Goals in Uncertain Times and Volatile Markets – Are your clients considering donating assets to charity but are not sure whether it is the appropriate time do so? – Do your clients worry about market volatility? – Do your ...
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