Debra Phares holds a Chartered Advisor in Philanthropy® designation from the College for Financial Planning and is a Senior Strategist in Family Advisory and Philanthropy Services at UBS. Don't let the IRS be your favorite charity - learn about smart strategies and vehicles to maximize your impact.

21. The Philanthropy Episode

Jonathan Israel is a Senior Vice President with Affinity Wealth Partners at UBS Financial Services, Inc. He has worked with business owners for nearly two decades in his role as a Financial Advisor, helping navigate the complex world of finance and wealth management. On “Success, Unscripted” Jonathan peels back the curtain on real stories of success in the business world, shedding light on the often-overlooked aspects of their journey.

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21. The Philanthropy Episode

21. The Philanthropy Episode