Join the PLU Gift Planning team, along with Vice President Dan Lee and Ali Criss ‘07, CFP®, CDFA™, President & Managing Partner of Financial Insights, as we share valuable information about year-end giving in light of new tax laws. Watch Now

Wisdom With Women: Medicare & Social Security 101 If you missed our Wisdom with Women on December 10th featuring Mai-Lee Coddington and Dorothy Lewis MA, CFP®, please check out our recording of the event below: Don’t miss our 2021 events! Take a look at our lineup and RSVP to kate@financialinsights.com!

Our first video newsletter! Amanda Burrows CFP discusses the topic of Avoiding Financial Scams

Wisdom With Women: Community Engagement, Gateway For Change If you missed our Wisdom with Women on June 24th featuring Sharon Chambers-Gordon, please check out our recording of the event below: