February 26, 2021 Learn how our turn-key system makes it easy to set up and manage a Corporate Donor Advised Fund or a Corporate Foundation. These charitable Read More...
Visit Your Money with Kestra’s New Paperless Statement Delivery System
February 10, 2021 Kevin Ellman CFP and CEO, and Elizabeth D'Aleo, Director of Family Offices, of Wealth Preservation Solutions, LLC explain Kestra's New Read More...
The Donor Advised Fund – Give While You Live
January 15, 2021 A Donor Advised Fund is a real time, tax-deductible and flexible, gifting strategy. In addition to being a highly efficient and easy to set Read More...
Should you continue to invest in the Stock Market in light of recent events?
January 8, 2021 The Georgia runoff election, Congress’s electoral vote certification, the Riots and Rampage on the Capitol, the inability to contain the Coronavirus Read More...
Does Your Financial Planning Advisor Listen?
December 22, 2020 Kevin Ellman CFP and CEO and Elizabeth D'Aleo, Director of Family Offices, of Wealth Preservation Solutions discuss how being sensitive to a client’s Read More...