Apriem’s President, Rhonda Ducote, wrote a piece in Financial Poise on the power of giving and how philanthropy can strategically be part of your financial or estate plan. Here is an excerpt from the profile:
For many people, divvying up assets can be an opportunity to think about causes near and dear to them. Sharing the good fortune and leaving a gift for organizations they are passionate about can bring immense joy and satisfaction.
Read Rhonda’s article here.
Disclosures: Apriem Advisors is not affiliated with Financial Poise. Their company names, logos, their staff and representatives do not imply endorsement for Apriem Advisors.
Read the article here.
