Tag: Advisers Giving Back

Under the CBIZ Cares program, employees at CBIZ’s 100 offices around the nation are encouraged to volunteer their time in their local communities.

Innovest Portfolio Solutions deploys its staff as volunteers throughout the year for a wide variety of charities in the Denver area; they also work with economically disadvantaged students to provide valuable work experience and help pay for their tuition.

After learning about the work of Head Start, George P. Fraser decided to provide financial education to parents of students in the program and build a scholarship fund for the teachers employed there.

Since its founding in 2011, the SageView Foundation has raised more than $1.5 million to help meet the health care and education needs of women and children in crisis and to provide community development micro-loans.

Barbara Delaney, a principal at StoneStreet Renaissance LLC, teaches high school girls how to handle money.

I am pleased to roll out a new PLANADVISER initiative that I think is long overdue: Advisers Giving Back.