Description Log in to mark as a favorite
In any size estate, there is a benefit to clients to consider greater tax efficiency, greater giving, and greater family benefits. In this session, several cases are presented illustrating possibilities and impact to individuals, families, and charities.
About the Speaker
Randy Fairfax
Highland Consulting Associates, Inc.T. Randall Fairfax, CFP® is the Private Wealth practice leader with Highland Consulting Associates, Inc. located in Cleveland, OH. Randy received his degree in Accounting and MBA in Finance from the University of Akron. Prior to joining Highland, he was a principal of a wealth advisory firm and in the private client group of a large national bank. He has over 30 years of financial advising, business consulting, and wealth management experience. Randy and his wife, Courtney, have three children and four grandchildren.
© 2024 Kingdom Advisors | Privacy Policy | Cookie Policy | Terms of Use
