Alice Tang, Advisor: Generations Serving Generations
If you know Alice, you love Alice. She will push you and make you better, gently and yet very firmly. Alice Tang started her financial advisory career in 2000, helping clients define their relationship with money and move toward achieving financial freedom using her financial planning process and leveraging tax-advantaged strategies. Many of her clients are female business owners and executives. Alice shares her current thoughts here.
Pennsylvania’s Treasurer Stacy Garrity: Fresh perspectives on savings and impact
As the 78th Treasurer of the Commonwealth of Pennsylvania, businesswoman and retired decorated, U.S. Army Reserve Colonel Stacy Garrity is focused on transparency, cutting waste and fees, and helping Pennsylvanians save for the future. How’s she doing it? don’t miss this piece!
Let’s get more for less: a fresh look at CITs
Angela currently serves as a Special Counsel at Eversheds Sutherland (US) LLP, where she focuses her practice on retirement and investment policy and products, including ERISA and related federal tax and securities law issues and collective investment trust matters.