Home
Categories
EXPLORE
True Crime
Comedy
Society & Culture
Business
Sports
Technology
History
About Us
Contact Us
Copyright
© 2024 PodJoint
Podjoint Logo
US
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts122/v4/72/5c/2a/725c2a19-11b3-303a-0856-0ced56c1453d/mza_6396750480046896521.jpg/600x600bb.jpg
Looking Forward. Giving Back.
Elena Pullen-Venema
19 episodes
2 days ago
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
Show more...
Non-Profit
Business
RSS
All content for Looking Forward. Giving Back. is the property of Elena Pullen-Venema and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.
Show more...
Non-Profit
Business
https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_episode400/15483933/15483933-1647361835992-41a360d153861.jpg
Episode 14: Everyone Can Be Charitable, Women Are Not a "Niche Market", and the Lighthouse Jazz Club Is THE Place to Be! A Conversation with CFP Rene Nourse of Urban Wealth Management.
Looking Forward. Giving Back.
27 minutes 6 seconds
3 years ago
Episode 14: Everyone Can Be Charitable, Women Are Not a "Niche Market", and the Lighthouse Jazz Club Is THE Place to Be! A Conversation with CFP Rene Nourse of Urban Wealth Management.

Why is it critical that wealth managers understand that women are not a "niche market" in the financial services world? What are simple strategies advisors can use to meet clients' legacy and estate goals while protecting their assets? Where is the hottest jazz club in Hermosa Beach? Join me and CFP Rene Nourse of Urban Wealth Management as we discuss charitable and estate planning strategies, the unique value that a diverse, women-led firm brings to the world of wealth management....and jazz, lots of jazz in this latest episode of "Looking Forward. Giving Back."!

Looking Forward. Giving Back.
Your trusted resource for professional advisors with clients in Snohomish County. Providing charitable resources and tools to professional advisors and personalized options to their clients that help meet charitable, legacy, and financial goals while increasing diverse and equitable philanthropy in our community.