Greetings loyal PLANADVISER readers! This weekend, we wanted to take the time to spotlight our ongoing Advisers Giving Back profile series. Below, you will find a collection of stories that describe the incredible charitable and philanthropic work undertaken by some of the leading advisers in the retirement industry. Not only do their stories inspire, they also include some great ideas about how to get started giving back. If you are an adviser who is dedicated to a cause that deserves some attention, let us know at editors@issgovernance.com.
The PLANADVISER Advisers Giving Back profile series offers an inspiring view of the charitable and philanthropic work undertaken by some of the leading advisers in the retirement planning industry.
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Stephanie Hunt at Atlanta Retirement Partners is closely involved with the Food Bank of Northeast Georgia; she particularly enjoys donating her time to the Food 2 Kids program.
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Two causes that are close to Renee Scherzer’s heart are helping with animal rescues and supporting children in crisis—though her giving efforts expand into many other areas.
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Soraya Morris is a lead trainer at Envestnet | MoneyGuide. She formerly worked for a fee-only registered investment adviser and says mentorship is a huge part of her past and future in this industry.
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It was originally supposed to be a one-time thing, but at this point, Lanser has spent more than 17 years volunteering at St. Ben’s Community Meal program.
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Among other efforts, the firm dedicates significant time and resources to causes that fight hunger and support financial literacy among girls and young women in Indiana.
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