News

Playing the long game: Encouraging your clients to plan ahead in 2025 – Professional Advisor Newsletter January 2 of 3

Your clients (and you!) may still be recovering from a hectic end to 2024, but don’t let that ...
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Sifting through it: What’s on the legislative menu that could impact charitable giving? – Professional Advisor Newsletter January 1 of 3

We all know that the new year and a new administration brings lots of potential change. So what ...
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The Illinois Gives Tax Credit Program is now live

The Illinois Gives Tax Credit Program is now live. As of January 1, 2025, donors who give to ...
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Thank you Nancy & Cindy and Welcome, Melanie!

October 17th was CFGC's annual meeting.  We bid farewell to trustees Nancy Bjelland and Cindy Christensen as their ...
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“Event tickets: Beware of the split” – October 2 of 3

"Event tickets: Beware of the split" Professional Advisor Newsletter October 2 of 3 Click here to read full ...
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“Into the great unknown” – October 1 of 3

"Into the great unknown" Professional Advisor Newsletter October 1 of 3 Click here to read full newsletter
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