Skip to content
T:
407.648.4488
F:
407.648.5942
TF:
800.426.7449
Map & Directions
Map & Directions
T:
904.273.2426
F:
904.273.2676
TF:
877.279.3549
Map & Directions
Map & Directions
X
Menu
Home
Business Owners
Families
Services
Services
Financial Planning
Investment Management
Alternative Investments
Estate, Charitable Giving & Trust
Banking & Lending Solutions
Risk Management
About Pando
About Pando
Catherine Trinder Miller
Teri Benson
Christina Coen
Amelia Gallagher
Our Partners
About Raymond James
Why Work With A CEPA
Resources
Resources
Insights & Commentary
WorthWhile
Private Wealth
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
Recommended Reading
Client Access Videos
Contact Us
Contact Us
Contact With Times
WorthWhile Subscription Request
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Orlando Office
301 E Pine St Ste 1100
Orlando, FL 32801-2748
T: 407.648.4488
F: 407.648.5942
TF: 800.426.7449
Map and Directions
Map and Directions
Ponte Vedra Office
814 A1A N Ste 100
Ponte Vedra Beach, FL 32082-3269
T: 904.273.2426
F: 904.273.2676
TF: 877.279.3549
Map and Directions
Map and Directions
PREV
ARTICLE
NEXT
ARTICLE
Infographic: The gift of philanthropic planning
Estate & Giving
//
Infographic
Share
Facebook
Twitter
LinkedIn
Email
PREV
ARTICLE
NEXT
ARTICLE