Philanthropic Planning | Insights
The Unexpected Adventures of a Philanthropy Book Club's Founder
Bay Area wealth advisor Amanda Weitman, CAP®, is passionate about staying current with the best thinking about philanthropy. Having tried to read the best new books about philanthropy solo, she realized that these were appearing faster than she could cover them alone. She also recognized the need to make wealth advisors feel more comfortable holding conversations about philanthropy with their clients. But she never expected where that desire to help others do better would lead—especially not to San Quentin, one of the highest-security prisons in the country.
July 26, 2021
July 26, 2021
From The President | Insights
One Year Later: Systematic Inequality Will Turn to Sustainable Change...Step by Step
May 25, 2021
From The President | Insights
Conversation with the President: Looking to the Future of Financial Services
May 10, 2021
Retirement Planning | Insights
Retirement Financial Planner Designations for Financial Advisors
May 07, 2021
From The President | Insights
Conversation with the President: A Commitment to Sustainable, Equitable Empowerment
April 26, 2021
From The President | Insights
Conversation with the President: Supporting the Lifelong Learning Journey
April 13, 2021
From The President | Insights
Why Economic Mobility in Underserved Communities is Good for Society and Business
April 08, 2021
Representation | Insights
Small Business Advisory Services in Diverse, Underserved Communities
April 07, 2021
Representation | Insights
COVID Exacerbates Financial Planning Issues in Underserved Communities
March 24, 2021