News & Events

Interview with Stephanie Diamond, Charitable Planning Consultant

SKWealth Podcast – Episode 4

Charitable PlanningIn this episode, we celebrate the Season of Giving by discussing charitable gift planning. Cheryl Ethier, Senior Client Relationship Manager at SKWealth, has a discussion with Stephanie Diamond, Managing Director and Charitable Planning Consultant at Schwab Charitable. Also, in our Long View segment we give an update on some current events effecting the markets both in the near-term and in the long-term.

StitSGcher

iTunes

Google Play

Libsyn

SKWealth takes an integrated approach to improve your financial lives and create financial independence. For more information, please contact us at 401-331-1575.