Interview: The Center for Family Resources—Melanie Kagan and Lee Smith

The Center for Family Resources CEO Melanie Kagan and Director of Operations Lee Smith join “Money Talks” to share the organization’s mission and upcoming Thanks for Giving food drive. The Center for Family Resources (CFR) is a Cobb County-based nonprofit organization that works to stabilize and empower local families so they may become self-sufficient through financial stabilization,…

Interview: Travis Suit, Founder of Piper’s Angels Foundation

Exclusive interview with Travis Suit, the founder of Piper’s Angels Foundation and Crossing For A Cure. Managing Associate D.J. Barker, CWS® is participating in the Crossing, an epic paddleboard challenge benefitting cystic fibrosis. About Piper’s Angels Foundation Piper’s Angels Foundation supports and improves the lives of families with cystic fibrosis through heightened awareness, education, life-expanding…

Interview: Lee Smith, Vice President of Operations for The Center for Family Resources

Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Chief Investment Officer Troy Harmon, CFA, CVA, interview Lee Smith, Vice President of Operations for The Center for Family Resources, a Cobb County-based organization that works exclusively to serve local families and individuals that are either homeless or in danger of becoming homeless.

Interview: Shari Martin, Executive Director of the Cobb Community Foundation

Principal Jennifer Thomas, CFP®, and Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, interview Shari Martin, Executive Director of The Cobb Community Foundation. They discuss how Cobb Community Foundation sponsors donor advised funds for philanthropic families and organizations. Additionally, they discuss the Cobb Community Impact Grant as well as the other types of charitable funds they sponsor.

Money Talks – March 11, 2017 Interview with Cyber Security Expert Michelle Thetford

This week on “Money Talks,” Bil Lako, CFP®, and Troy Harmon, CFA, CVA, interview cyber security expert Michelle Thetford, Vice President Client Strategic Solutions for Schwab’s Advisor Services business. Michelle discusses how Schwab protects its clients from online theft and fraud, and provides steps individuals can take to reduce their chances of being a victim. Michelle also shares several stories of significant fraud cases and how they were eventually discovered and resolved.