Videos

Aug 22, 2023

Interview with Eileen Heisman

Realizing the Philanthropic Advantage of Donor-Advised Funds in Charitable Planning When did you last discuss donor-advised funds with...

Sep 9, 2021

Randy Fox, Barry Nickelsberg CAP, and Joseph Gabris on Route 664: The Road to Human Kindness

Les Winston talks with Randy Fox from Two Hawks Consulting, Barry Nickelsberg CAP with The Carter Center, and Joseph Gabris with...

Jan 31, 2021

Efficient Charitable Planning

Have you ever wondered if there is a more effective way to approach charitable planning for you, your family and your philanthropic interest

Jul 8, 2020

The Pinnacle Group: Wealth Optimization Strategies- Randy Fox and Chris Jacob

Watch as Randy Fox and Chris Jacob discuss Wealth Optimization Strategies.

Feb 27, 2020

Two Hawks Consulting Presents - Ten Biggest Financial Mistakes Doctors Make

Late in 2019 I was invited to the national meeting of the American Association of Osteopathic Medicine to present the "Ten Biggest Financial

Feb 26, 2020

Elite Mastermind, LLC - Monthly Mastermind Webinar on Advanced Planning

Two Hawks Consulting joins Anton Anderson of Elite Mastermind, LLC in their monthly webinar on advanced planning

Feb 11, 2020

Financial Freedom Project: Charitable Exit Planning Conversation with Josh Patrick

Josh Patrick and I have a fun discussion about charitable exit planning for business owners. We talk about how using various charitable...

Jun 14, 2018

Helping Clients Successfully Integrate Charitable Giving into Succession Planning VTC

Randy Fox, Laura Malone and Robert Wellendorf III, discuss "Charitable Exit Planning" for the society of Financial Service Professionals