Ep. 15 Planned Giving Part 2

Michael Baker and Mark Saffron of M3 Development, discuss philanthropy, and charitable giving in part 2 of this 2 part episode. Click here to listen to Podcast

Ep. 14 Planned Giving Part 1

Michael Baker and Mark Saffron of M3 Development, discuss philanthropy, and charitable giving in part 1 of this 2 part episode. Click here to listen to Podcast

Ep. 13 Being A Good Steward

Frank continues his discussion from last week about the purpose of money if your life and being a good steward. Click here to listen to Podcast

Ep. 12 Planning Your Finances

Frank discusses planning your finances at year end and getting ready for the new year. Click here to listen to Podcast

Interview Disclaimer:

The views and opinions expressed in the interviews are solely of the individuals and are not the views of The Institute of Responsible Wealth, C&A Financial Group, its parent affiliate, resources, or subsidiary companies. The following show is for informational purposes only. Individual situations vary and the information should be relied upon only when coordinated with individual professional advice.

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Institute of Responsible Wealth

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The Institute of Responsible Wealth is an educational division of C&A Financial Group, an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRASIPC.  PAS is a wholly-owned subsidiary of Guardian. The Institute of Responsible Wealth and C&A Financial Group are not affiliates or subsidiaries of PAS or Guardian.  

C & A Financial is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 2111 Rt. 34 South Wall, NJ 07719. (732) 528-4800 PAS is a wholly-owned subsidiary of Guardian. C & A Financial is not an affiliate or subsidiary of PAS or Guardian. Important Disclosures 

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