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Daily Archives: October 29, 2024

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Seven Experts from Henssler Financial on the 2024 Atlanta’s Five Star Wealth Manager List

In The NewsBy Editorial TeamOctober 29, 2024

Honored for their outstanding service, seven associates from Henssler Financial were named to the 2024 Five Star Wealth Manager list for Atlanta by Five Star Professional. The list of winners was published in the October 2024 issue of Atlanta Magazine.

Building a Legacy: Strategic Charitable Giving Options for Investors

Case Study, Charitable Giving, Featured, RetirementBy Editorial TeamOctober 29, 2024

Director of Investments Jacob Keen, CFA, is joined by Senior Associate Michael Griffin, CFP ®, and Associate Peter Lynch to advise a couple who want to create a legacy of philanthropy with their assets. They discuss donor-advised funds, family foundations, and giving with life insurance.

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