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Continuing Education Workshop – 11/1/23

The Brookline Community Foundation and Mason Investment Advisory Services, Inc. Present: How Charitable Donors, Investment Advisors, and Other Philanthropic Professional Advisors Can Partner to Help Grow Community Foundations. In this […]

Continuing Education Workshop – 11/14/23

The Community Foundation of the Northern Shenandoah Valley and Mason Investment Advisory Services, Inc. Present: Charitable Planning 2023 Charitable Planning in 2023 is a continuing education session inclusive of three modules. […]

Jason Doyle

Associate Consultant & Co-Director of Research

Mark Haynes

Director of Complex Portfolios and Investment Consultant

Barbara Joyce

Financial Planning Associate, MIMS Manager & Tax Preparer