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In this episode, Shaun and Benji navigate listeners through all things college. From 529 plans to the financial surprises that come with attending college, there is a lot of great information that you won't want to miss! Disclosure: This material is provided for informational purposes only and …
In this episode Shaun and Benji talk with Clark Collier, CAP, Director of Giving Strategies at Central Indiana Community Foundation, about charitable giving and strategies to include it in your financial plan. Disclosure: This material is provided for informational purposes only and is prepare…
In this episode Shaun and Benji discuss the new tax bill, One Big Beautiful Bill Act, that was signed into law in July. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor.…
Welcome to Season Two of Household CFO! Tune in as Benji and Shaun share a sneak peek of what's to come in 2026. Contact us at pcg@forumpcg.com. Disclosure: This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به FORUM Credit Union است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.