Creative Planning, Peter Mallouk, Chrissy Knopke, Annie Rogers
27 episodes
1 month ago
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
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A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
A Comparison of Donor Advised Funds and Foundations
A Matter of Trust
4 minutes 56 seconds
4 years ago
A Comparison of Donor Advised Funds and Foundations
In this episode, Attorneys Christina Knopke and Annie Rogers address the pros and cons of setting up a foundation with Matt Mentzer, a fellow attorney at Creative Planning.
A Matter of Trust
A Matter of Trust, hosted by Creative Planning attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
