20. A Lifelong Philanthropy Mindset with Steven Averbuch and Rachel Rivest

Envizion More

Work in financial planning long enough, and you will meet a wide variety of people. Two clients have embodied a life-long commitment to philanthropy: Steven Averbuch and Rachel Rivest. Their paths crossed 20 years ago through Wayne’s work in the pharma space, and their relationship has grown over the years.

Today, Wayne welcomes them to the show to discuss what drives their charitable giving and how they work it into their financial plan. Regardless of what causes you’re passionate about, we celebrate the core values of generosity and creating impact through wealth.

KEY HIGHLIGHTS:

• The power of touching lives through your work
• Fostering an open-minded vision to fuel charitable giving
• How optimizing your giving can create maximum impact
• The role of individual actions vs. policy changes
• Involving the next generation in philanthropy
• Financial planning’s role in supporting impactful actions

KEY LINKS:

• Envizion More: http://www.EnvizionMore.com
• Vizionary Wealth: http://www.VizionaryWealth.com
• Our Facebook: https://www.facebook.com/VIZIONARYWEALTH
• Wayne’s LinkedIn: https://www.linkedin.com/in/waynewagnerjr/
• Disclosures: http://www.VizionaryWealth.com

Production & Marketing by Evergreen Financial Marketing, a specialized firm for financial advisors and RIAs: https://www.evergreenfm.com/