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Maximizing Your Legacy with The Pittsburgh Foundation’s Kate McKenzie | Episode 3

Almost every high-net-worth investor wants to make a difference through philanthropy, but far too few know how to maximize the impact of their generosity. Greg Weimer, one of Confluence’s founders and Wealth Managers, leads a conversation with Kate McKenzie, Assistant Director of Development at The Pittsburgh Foundation, on the many benefits of charitable giving. Together, […]

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Financial Legacy

How to Nurture Moneywise Children Teach your children to treasure their financial legacy. Most parents appreciate the importance of traditional education in their child’s development considering the obvious intellectual and social benefits. Yet all too many forget that a financial education is also crucial for ensuring their offspring’s long-term well-being.The good news is it’s never […]

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