Helping others through charitable giving can be rewarding to the giver and receiver. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses the benefits of giving with Andrea Rodgers, Executive Director of the Starfinder Foundation and Paul Howard, Executive Director of The Philadelphia Union Foundation. John also welcomes CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network, a part of Mercer Advisors. Tim discusses tax efficient ways to make charitable donations during the holiday season and throughout the year.
Mercer Advisors is not affiliated with nor does it endorse the featured speakers or the organizations the featured speakers represent.
Listening Time: 32 minutes
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.