40 Acts of Kindness We have witnessed amazing generosity and charity by our clients through the years. In fact, just last year the Qualified Charitable Donations (QCD’s) distributed from our client accounts in total came to over $256,000. When all those gifts are added together, one can really see their collective impact. In addition to […]
Giving Back: 40 Acts of Kindness Read More »
Charitably inclined means you give time, energy or resources to known organizations that are near and dear to your heart. For example, charitable giving can include annual donations to a camp or university that really impacted your life or volunteering at a local food pantry or shelter for victims of domestic abuse. Here is an
Are you Charitable or Philanthropic? Read More »
Scams are on the rise and no one is immune. People of all ages and levels of financial experience are targeted and may fall victim. One in five seniors report being victims of financial fraud or abuse in 2021. One way to fight back is to be aware of the types of scams and the
What is a Scam? Here’s How You can Protect your Data and Assets! Read More »
How Wealth Planning Corporation operates and what clients have come to expect from the WPC Team. A Founder’s Reflection by Mike Johnson.
Mike’s Reflection on Building Wealth Planning Corporation Read More »
We are proud to share that Wealth Planning Corporation is one of 23 Cincinnati-area firms to be named an advisor by the Greater Cincinnati Foundation. This distinction means Wealth Planning Corporation can continue to manage client funds that are designated for charitable giving to the Greater Cincinnati Foundation. This is an acknowledgement of the service
We are pleased to announce the promotion of Patrick Scarborough to Chief Investment Officer. Patrick has been an integral part of our team since 2011, and we’re thrilled to celebrate his 10th Anniversary as part of the Wealth Planning Corporation team. Patrick is an exceptional advisor and portfolio manager. He provides leadership to our investment
