by admin | Jun 22, 2022 | About WPC, Company Information, Estate and Charitable Planning, General Information
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...
by admin | Feb 22, 2022 | About WPC, General Information, News, Next Gen
WPC has added a tool to our Financial Planning Toolbox – TIFIN Plan. A Fintech platform using AI technology to simplify the financial discovery process and promote engaging conversations! We have found it invaluable when addressing the Next Gen’s financial...
