On-Demand Webinar

How to Use Charitable Giving to
Help Others, Reduce Taxes, and Control Your Assets

Many investors are not fully aware of the powerful benefits achievable by incorporating charitable giving into their investment portfolio and wealth management planning. This educational webinar explores the advantages that charitable giving strategies create, and introduces tools and tactics for investors to reduce income and estate taxes, increase asset control and protection, and serve their philanthropic causes.

Featured Speakers

Stephen Griner webinar headshot

Stephen Griner

President & Chief Operating Officer
Trey Prophater webinar headshot

Trey Prophater


ph 678.322.3000  /  fax 678.322.3059
Persium Group, LLC  /  2100 Riveredge Parkway, Suite 1230  /  Atlanta, GA 30328

Persium Group consists of three teams: Persium Advisors — wealth management for business owners and other investors, NAVIX — exit planning for business owners, and CoVerity — serving the needs of retirement plan committees.

The Persium Group, formerly known as White Horse, is an independently owned and operated firm that was founded in 2004. In 2010, White Horse Advisors, LLC registered with the Securities and Exchange Commission as an investment adviser allowing us to operate in a product neutral, fee-only investment environment.

At Persium Group, we offer three distinct lines of business. Persium Advisors, LLC is an SEC registered investment adviser offering traditional investment advisory and asset management services. CoVerity™ is a brand name through which we provide investment advice and consulting services to sponsors of qualified retirement plans. Through NAVIX®, we provide exit planning services to owners of closely held businesses.
Persium Advisors, LLC and its affiliates do not provide tax or legal advice. Clients are urged to consult their tax or legal advisors to understand the tax and legal ramifications of any actions or investments recommended by Persium.