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Episode 3 — Amp Up Your Financial Planning with CLATs (Charitable Lead Annuity Trusts)
While many are unfamiliar with Charitable Lead Annuity Trusts (CLATs), those who have heard of this financial tool typically see it as a means to fulfill their philanthropic or estate planning needs. But Centura Wealth Advisory sees CLATs as a tool that can offer so much more. Today, Derek Myron joins Centura’s director of planning …
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By Centura Wealth Advisory
4.9
88 ratings
While many are unfamiliar with Charitable Lead Annuity Trusts (CLATs), those who have heard of this financial tool typically see it as a means to fulfill their philanthropic or estate planning needs. But Centura Wealth Advisory sees CLATs as a tool that can offer so much more. Today, Derek Myron joins Centura’s director of planning …
Read More Read More