Post by Adam Malcolm - MFA-P, CFP

Do you want to be the richest person in the graveyard? I didn’t think so. I’ll help you secure your family, enjoy your money, and give the rest away.

I have to admit, I've slacked a bit lately on giving my NFP friends some love on here. Philanthropy is, after all, just one of the 10 things I focus on as a planner - and the rules of marketing say you have one message and hammer that over and over again. But, when I have coffee with my friends in the charity space I hear a lot of questions they have on finances, growing their OWN wealth, and - dare I even say it - retirement. It feels to me like there's not a lot of folks giving clarity out there, so maybe I can help. Question to my NFP friends then: if I put on an educational event focused on financial planning and growing YOUR wealth, would that be of interest for you?