Preview Mode Links will not work in preview mode

Each week on “I’m a Millionaire, So Now What?”, Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities, delivers inspirational stories and practical advice to self-made millionaires and wealthy families. With a focus on financial planning and wealth management strategies, Colleen and her guests cover the critical issues that truly matter to you, including succession strategies, family business governance tips, how to cope with fundraiser fatigue, finding your purpose after losing your family business, and much more.

Dec 17, 2019

 

Arlene Cogen is a certified financial planner, speaker, and the bestselling author of Give to Live: Make A Charitable Gift You Never Imagined. She has over 20 years of experience in the trust and investment industry and currently serves the financial community by closely working with professional advisors, nonprofits, and their clients on how to integrate charitable giving into their personal, financial, and estate plans. Arlene has a deep passion for fostering relationships, engaging the next generation, and empowering others to make a difference through leadership and philanthropy.

Arlene joins me today to discuss how to 10x your charitable impact and share tips on leadership and philanthropy. We discuss how giving can affect the legacy and impact that you want for your business and the importance of aligning your philanthropic work with your core values. We discuss the importance of tracking your charitable donations and how it helps you identify the causes that matter the most to you. We also discuss how to supersize your charitable impact as an individual and business owner as well as the benefits and value it brings to your life, your family, and your organization.

 

 

 


“Philanthropy is an amazing tool to bring the family together for a higher purpose.” - Arlene Cogen

 

 

 

Today on I’m A Millionaire...So, Now What?:

 

  • Arlene’s personal and professional background and how her career in philanthropy work began
  • The emotional effects of giving up your business and how giving can add purpose to the next stage of your life
  • What the Give to Live Values Worksheet is and how it helps you identify your core values to determine the right charitable organization to invest in
  • How businesses can significantly increase their impact with their charitable donations
  • Stories and insights from her book, Give to Live
  • Rewarding philanthropic strategies for business owners and how to achieve a fulfilling and cash-rich exit from your business

 

 

Arlene’s Fun Frank Advice for Self-Made Millionaires & Wealthy Families:

 

  • Pay attention to where you’re giving now. When we track our giving, we start to see what really matters to us.
  • Multiply your annual gift price by 20 and leave a request to that organization of your choice in your estate plan. When managed properly, that money will spin off more in perpetuity and the organization will reap the benefits over time.

 

 

Connect with Arlene Cogen:

 

 

 

 

 

You’re Invited: Double to Sell Workshop

 

Are you ready to build your multi-million-dollar exit strategy? Ready to sell your high-profit organization, move forward with your life, and explore new ventures? Learn the strategies you need to 100x the sale of your organization and create the wealth that will allow you to continue living financially free while exploring new opportunities.

 

Join us on May 26, 2020 for the premier, invitation-only Double to Sell Workshop! Learn the secret to maximizing your exit strategy and sell your business successfully.

 

For more information and to qualify for the super early-bird discount, email Colleen at colleen.campbell@rbc.com

 

 

Book Your Prosperity Discovery Session Today!

 

Are you ready to double your net worth? Ready to create your roadmap to riches or get your financial life back on track? Join me for a Prosperity Discovery Session today! Let’s unlock your roadmap to riches so you can begin to live your life to the fullest. To book your Prosperity Discovery Session, email me at colleen.campbell@rbc.com to request a free questionnaire and let’s begin your roadmap to riches now!

 

Spots are limited, so book your Prosperity Discovery Session today!

 

 

Subscribe to the I’m A Millionaire, So Now What Podcast!

Thanks for joining us for this episode of I'm A Millionaire, So Now What Podcast - the show bringing you inspirational stories, practical strategies, and fun, frank advice for self-made millionaires and wealthy families. If you enjoyed this episode, please subscribe to the show on iTunes and leave a positive review. Don’t forget to share your favorite episodes with other wealthy families and self-made millionaires on social media!