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“Smarter Ways to Give: What is a Donor Advised Fund?” “Your Money, Your Rules: Budgeting for the Life You Want” and “Answering More of your Questions”
Manage episode 507482511 series 2997301
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Join Jim Shoemaker, Len Hardison, and Scott Jordan as they discuss practical strategies for giving wisely and to make your giving go further. Cullen West shares his perspective on:” Your Money, Your Rules: Budgeting for the Life You Want”
"Helping You Make the Most of Your Money”
Jim Shoemaker, CFP, ChFC, is an investment advisor representative offering advisory services through Cetera Investment Advisers, a registered investment adviser. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Shoemaker Financial is independently owned and operated. 2176 West St, Ste. 100, Germantown, TN 38138
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