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Successful Generations

Feb 13, 2019

In this episode, Ellie talks with Arlene Cogen, a certified financial planner and the author of GIVE TO LIVE: Make A Charitable Gift You Never Imagined. After spending 20 years on Wall Street working in trusts and investments, Arlene pivoted to a career in philanthropy. Her experiences working with families led her to write her book. We dive into the importance of personal, financial and legacy planning.

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