Family Finance Chats
Tax Return Reviews & Donor Advised FundClick to view video
Terry and Kelly share a special offering for tax return reviews, and the benefit of taking a deeper look into your tax documents. Also, learn about a unique opportunity to set aside funds for charitable giving that can also be a tax benefit.
Tips for New GradsClick to view video
Terry sits down with Kelly and Chris and asks them to share their top three tips for new college graduates. Learn where they went and a favorite memory from their college days.
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