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Videos | Nov 16, 2021

VIDEO: How to Make the Most of Your Charitable Giving

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featuring Brian J. Lockett, CFP®
Vice President, Lead Advisor
It's that time of year again! Brian J. Lockett, CFP® is back to share tips for your upcoming charitable giving strategies.
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As vice president and lead advisor for Comprehensive Wealth Management, Brian is not only responsible for monitoring and assisting with certain firm operations, but also meeting with clients to review their portfolios and advise them on a myriad of financial matters, from the simple to the highly complex.
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