Penniman Wealth and Institutional Consulting Group
Straight Talk with the Penniman Group is a podcast series hosted by the Penniman Wealth and Institutional Consulting Group at UBS Financial Services. Our team is based in the suburbs of Detroit, Michigan however, we serve clients across the country. In each episode of Straight Talk with the Penniman Group we focus on a timely topic in the personal planning, family planning and institutional investing worlds. Join us as we identify key issues in planning and investing, team with leading thinkers to discuss the latest trends and provide innovative solutions for the challenges faced by you, your family, and your business.
As we are quickly approaching the end of the year, the coming weeks are often referred to as “giving season”. We have invited Andrea Rothberg, one of our firm’s Wealth Planning Specialists, to join us today to further discuss two commonly used gifting vehicles that receive increased attention this time of year - donor advised funds and foundations.