Giving Webinar

In this webinar, we discussed the importance and impact of giving, particularly during the holiday season, which often encourages reflection and appreciation. We emphasized that giving is much more than a transactional act or a way to get a tax deduction. True giving comes from a deep, genuine desire to make a positive impact, whether on individuals or organizations, and it brings personal joy and fulfillment to both the giver and the receiver.

We also talked about how money can create anxiety and stress, and how giving helps break the power money holds over us. We shared that becoming a “giver” — rather than just giving occasionally or out of obligation — can be transformative.

Lastly, we offered practical advice for those who want to start giving but feel limited by their finances. We stressed that giving doesn’t have to be large to be meaningful. Even small contributions can have a significant impact, both for others and for the giver’s own growth in living with an open, generous heart.

Get in Touch

In just minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Contact Us

Stay Connected

Business professional using his tablet to check his financial numbers

401(k) Calculator

Determine how your retirement account compares to what you may need in retirement.

Get Started