jessica, Author at Invest In Others

Why Charitable Efforts Are the Advisor's Edge in An AI-Driven World | Financial Advisor Magazine

As AI continues to reshape the financial advice industry, one thing remains irreplaceable: trust. In her latest Q&A thought leadership piece for…

May 21, 2026

Helping Women Move from Overwhelmed to Empowered

For Emily Jaffe, President, OFC Wealth Management, financial planning is about far more than numbers. It’s about helping women find clarity, confidence,…

May 21, 2026

Volunteering and Mental Wellbeing: The Power of Giving Back

National Mental Health Awareness Month takes place each May. Founded by Mental Health America in 1949, it aims to educate the public,…

May 20, 2026

What Nonprofit Leaders Can Learn from Financial Advisors

It's graduation season and Invest in Others is proud to share that Chief Marketing Officer Emily Burns Perryman recently completed the Harvard…

May 20, 2026

From First-Generation Experience to Financial Empowerment: A Volunteer Story

For Jayeeta Choudhury, CFP®, CDFA®, Vice President at Rivers Edge Wealth Partners in Red Bank, NJ, the path to financial planning, and…

May 19, 2026

Amanda Connaughton Named Recipient of the 2026 Savvy Ladies Volunteer of the Year Award and Invest in Others Grant

Recognition highlights the power of financial education, volunteerism, and purpose-driven leadership BOSTON, MA and NEW YORK, NY — May 19, 2026 — The Invest…

May 18, 2026

Savvy Ladies Volunteer Summit 2026: Watch the Full Day of Impact

The second annual Savvy Ladies Volunteer Summit on May 12, 2026, in New York City, brought together current and prospective Helpline volunteers…

May 15, 2026

Building Confidence, Community, and Change at the Savvy Ladies Volunteer Summit

On May 12, financial professionals from across the country gathered in New York City for the second annual Savvy Ladies Volunteer Summit,…

May 13, 2026

More Good Days, Together: How NAMI Metropolitan Baltimore Is Expanding Mental Health Support Across the Community

As Mental Health Awareness Month shines a national spotlight on the importance of emotional wellbeing, Invest in Others is proud to recognize…

May 4, 2026

Advisor Impact Update: RBC Global Asset Management’s Global Volunteer Week

At Invest in Others, we believe that meaningful impact extends far beyond financial guidance; it lives in the ways advisors and firms…

April 29, 2026

AI, trust, and the human edge: Why charitable engagement is a competitive advantage for advisors

In an era where AI is transforming every corner of financial advice, one question matters more than ever: what builds trust?In this…

April 23, 2026

Advancing Awareness, Empowering Families: Hope for the HPP Community

Since first engaging with Invest in Others in 2021, Amy Weinberger, Registered Representative, Green Earth Financial Professionals LLC, has become a powerful…