The final weeks of 2023 are upon us. We always enjoy hearing from attorneys, accountants, and financial advisors about the questions you're hearing from your clients as year-end approaches.
In this newsletter, we’re covering three highly-requested topics: numbers to know, giving in the golden years, and how to keep clients sticky across generations.
Thank you for your partnership. We wish you all the best for the holiday season!
– Whidbey Community Foundation