Off The Wall
The Guide to Less Stressful Holiday Giving
32:11
The holidays come fast and somehow the shopping and gifting part always seems to catch us by surprise.
In this episode of Off The Wall, host David B. Armstrong, CFA is joined by Cathleen Phelps and Cecelia Gilliam from our Client Experience team as they sit down in full holiday mode to share ideas that make gifting feel fun again. From opening Roth IRAs for teens, funding 529 plans for nieces…