Feedback with Toni Reece and guests Chuck Holder, Bill Van Sant, & Lisa Ashcroft
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Feedback with Toni Reece and guests Chuck Holder, Bill Van Sant, & Lisa Ashcroft
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This first hour of FEEDBACK is about more than one person’s story—it’s about how we all think about the people we love and the impact they leave behind. At some point, every one of us faces loss, and the question becomes: what do we do with that grief, and how do we honor it? Chuck Holder joins us to talk about Terry's Legacy Foundation; a project rooted in honoring a life and turning that story into something meaningful for the community. In our second hour we are speaking with Bill Van Sant and Lisa Ashcroft, from Girard, a Univest Wealth Division about tax strategies. They share basic strategies to detailed strategies and also the common mistakes we might be making by not understanding the importance of reviewing our tax return with an advisor after we file!
