From the Blog

Nullam Eget Elit Ante

November 3rd, 2014|2 Comments

Quisque ligulas ipsum, euismod atras vulputate iltricies etri elit. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Nulla nunc dui, tristique in semper vel, congue sed ligula. Nam dolor ligula, [...]

Fusce Tincidunt Augue

November 3rd, 2014|2 Comments

Quisque ligulas ipsum, euismod atras vulputate iltricies etri elit. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Nulla nunc dui, tristique in semper vel, congue sed ligula. Nam dolor ligula, [...]

Malesuada Fames Aci

November 3rd, 2014|2 Comments

Quisque ligulas ipsum, euismod atras vulputate iltricies etri elit. Class aptent taciti sociosqu ad litora torquent per conubia nostra, per inceptos himenaeos. Nulla nunc dui, tristique in semper vel, congue sed ligula. Nam dolor ligula, [...]

Some Words From Our Clients

“I wish I had a training program like this for all aspects of my financial planning practice! I had the program for just two days and I already have a new charity interested in working with me. What a great way to drill down and create a presence in a new niche for my business. I have known Randy Fox for several years and I’ve never found anyone in the financial planning field who was more authentically interested in helping me toward success. Don’t walk but run to get this program. It’s a real bargain against other programs I’ve seen in the industry. Grab it before they raise the price.”
Howard Kaplan, MBA, CPA, CFP, Kaplan & Company
“I started working with CRTs about 25 years ago and was helped by access to Lee Hoffman’s software and expertise. There was very little creativity in the planned giving field when it came to helping me advise my clients. After the ‘dot-com’ and housing bust, followed by the Bush tax cuts, the charitable planning opportunities virtually disappeared. Now with exploding asset values and high taxes (especially here in CA), the training from EzCharitable will provide what I need to return to top form with all the new opportunities. Lee, and Randy Fox are the most creative people in the field and I’m glad I discovered their new program.”
Ric Haas, Philanthropic Fusion, LLC
“Without question or hesitation Randy Fox and his team of experts are my ‘go to’ resource for advanced planning situations. His multi-disciplinary perspective and comprehensive knowledge are invaluable. When coupled with his unmatched creativity and collaborative style, amazing outcomes result. My work with Randy has benefited my clients, my firm and me.”
Craig A Isaacs ChFC, CLU, RFC, Nexus Advisor Solutions
“Completing your course has given me the impetus and confidence to reach out to an old friend who is the ED of a non-profit and we’re meeting next week. I’ve also scheduled meetings with a very successful surgeon and two T&E attorneys to discuss some joint work — or just to practice discussing my new-found knowledge!”
Bill Walsh