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Tag: Financial Planning

Jul
22

Wisdom with Women 2021 Educational Series: Age of Fraud

Filed Under: - Posted @ 10:00pm

With financial fraud against seniors topping $3 billion annually, it has come to be known as the crime of the 21st century. We will look at real life case examples to spotlight the latest types of financial scams, the reasons they are so effective on the elderly, how to protect loved ones from falling prey > Continue Reading

Dec
12

Partnering for Life-Centered Planning – Bev Cox, Certified Financial Planner

Filed Under: Philanthropy,Professional Advisors - Posted @ 2:22pm

  Over the past 38 years, Greater Tacoma Community Foundation has seen Pierce County grow and change, but what has remained constant is the passion people bring to building a thriving community. Sharing community knowledge and stories about our lived experiences builds everyone’s ability to make a positive impact. In our latest annual book of Pierce > Continue Reading