Jon and Jim talk with Jim Carpenter, a charitable planning consultant at Fidelity Charitable®, an independent public charity and the nation’s top grantmaker, distributing $7.3 billion to charities in 2019. They discuss charitable planning, educating donors on current...
Jon launches a new series: THINK Wealth LIVE with Jim Niedzinski, Wealth Manager. In this eposide, they talk about the importance of planning your business and life strategies to build your personal wealth. Listen to Jon’s previous interviews with Jim...
