Webinar: Exploring Charitable Giving and Estate Planning with Jeff Chaddock
Exploring Charitable Giving and Estate Planning with Jeff Chaddock
Learn more about a successful financial advisor’s approach to charitable giving and estate planning!
The recording begins with the welcome and introduction provided by Cara Dingus Brook, President and CEO of the Foundation for Appalachian Ohio.
Jeff Chaddock, owner and founder of Envisage Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC, and board member of the Foundation for Appalachian Ohio, brings 32+ years of financial advising experience. His areas of focus are charitable giving, retirement planning strategies, and estate planning strategies. Financial Times named Jeff Chaddock one of their 400 Top Financial Advisors for 2020.