Financial Insights & Things to Think About

THINK ADVISOR: How Did You Give Back This Year? — Advisors’ Advice

Posted by Nicole Gopoian Wirick | Jan 26, 2021 | 0 Comments

We asked advisors to highlight their charitable donations, volunteering and other good works.

By Ginger Szala | December 17, 2020

Advisors are a generous bunch, especially when donating money to favorite charities. But many also reach out and donate time and talent to help those in need, especially in this year that has been so dreadful to so many.

We reached out to members of the XY Planning Network and Financial Planning Association asking what they've done this year to help out various charities and people in need.

We received too many responses to feature here, but answers were as varied as setting up donor-advised funds and buying lunch for local medical teams.

Here we feature 14 advisors whose generous spirits show how there are many new and creative ways to help our fellow man. We thank all those who sent in responses and for their good works.

We wish all a very happy and safe holiday!

13. My firm has supported the the Alzheimer's Association during this most challenging time. I've been impacted by Alzheimer's disease both personally and professionally. In fact, it has changed the way I approach legacy planning for clients. Pandemics know no boundaries and can create an unbearable burden on caregivers and those suffering from the disease alike. I've developed videos to raise awareness and provide general knowledge and support to those in need. — Nicole Gopoian Wirick, CFP, Prosperity Wealth Strategies, Birmingham, Michigan

About the Author

Nicole Gopoian Wirick

Hello! Financial planning with a personal touch. One of Nicole's greatest joys is developing a relationship with her clients, who have become a meaningful part of her life. Nicole Gopoian Wirick, JD, CFP® founded Prosperity Wealth Strategies to help clients define and achieve prosperity. Nicol...


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