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December 2023 Blog Archive

Someone Cares, just ask Big John Local hero’s estate delivers $200,000 Gift Wed, Dec 20, 2023 After being so moved by the work of Gloria, Big John pledged one-third of his estate to the fund – more than $250,000. This week, the first check from his estate, worth almost $200,000 was delivered to the fund. To increase the impact of Big John’s c... Read More

Volunteer Income Tax Assistance (VITA) Needs Volunteers Fri, Dec 08, 2023 “Last year I volunteered and was able to help a single mom of three kids get her taxes completed for free and receive eligible child tax credits. I could not imagine what this mom has gone through knowing this refund could make a difference in afford... Read More

The 2023 Financial Symposium Tue, Dec 05, 2023 One of the most valuable aspects of the Financial Symposium is the opportunity for our community to convene and explore pertinent subjects, all while earning the essential credits required by professional advisors. Read More

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