Apr 15, 2021
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.