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Feb 13, 2020

Yvette talks with Susan E. Fisher, a Certified Financial Planner and a Certified Gift Planning Associate, about her work with charitable estate planning. 

As a financial planner, Susan works with high net worth and multi-generational clients throughout the Philadelphia, Bucks and Montgomery County regions. Susan has functioned as a senior trust advisor, a relationship manager, a planned giving officer and an executive director of a community foundation.