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Ep 7 Turning Taxes into Charity - Mark Halpern of WealthInsurance.ca
Mark Halpern, CEO of WealthInsurance.com , is known in the financial advisor space for leading the charge in utilizing Charitable Planning in the overall Financial Planning space.
Mark also has an Advisor Mentoring program, https://powerofplatinum.com , where he helps already high level advisor, explode to the next level.
Truly a joy to talk to, a wealth of knowledge and a very generous soul, it was a pleasure to have Mark on this episode.
#charitablegiving #investing #financialplanning #podcast #mentorship
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By Tyson NagasakaMark Halpern, CEO of WealthInsurance.com , is known in the financial advisor space for leading the charge in utilizing Charitable Planning in the overall Financial Planning space.
Mark also has an Advisor Mentoring program, https://powerofplatinum.com , where he helps already high level advisor, explode to the next level.
Truly a joy to talk to, a wealth of knowledge and a very generous soul, it was a pleasure to have Mark on this episode.
#charitablegiving #investing #financialplanning #podcast #mentorship