Watch the replay:
Review the presentation:
Learn about the speakers:
Michael Ziemer, CFP®
Partner, Parsec Financial
Michael is a CERTIFIED FINANCIAL PLANNER™ practitioner and has completed professional studies at the College for Financial Planning®. In addition to earning a Bachelor of Business Administration degree in Finance from Indiana University, the Indiana native studied abroad at the American College of London in London, England. His focus overseas was international business. Prior to joining the firm in 2004, Michael worked as an investment representative for Charles Schwab & Co., Inc.
Whitney Feld, JD
Vice President, Philanthropic Advancement, Foundation For The Carolinas
Whitney oversees the Center for Personal Philanthropy and Planned Giving Department at the Foundation For the Carolinas (FFTC). FFTC is the 5th largest community foundation in the U.S., with over $3.5B in assets under management. FFTC plays a pivotal role as both a nonprofit civic leader and direct provider of charitable products and services to high-net-worth individuals, companies, and large institutional investors across 13 counties in North and South Carolina.