Lunch (virtually) and learn with us!
Join us for this special, free workshop featuring Patrick Rush, a nationally recognized financial planner and author of the book, Gain Big and Give Back: Financial Planning with Intention.
Patrick will lead pre and post-retirement attendees in strategies for tax-efficient charitable donations.
About Patrick: Patrick Rush is the CEO of Triad Financial Advisors (TFA) and is a CERTIFIED FINANCIAL PLANNER™ and NAPFA-Registered Financial Advisor. He has received national recognition as a top financial advisor by Forbes, Barron’s and the Financial Times and TFA was recognized by the Invest in Others Foundation as a “Charitable Champion.”
Questions? Contact Jennifer Criscuolo.