Estate plan, government provided or create your own?
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel & Flourish, about tips on how to use Excel spreadsheets...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by LJ Suzuki, Fractional CFO with CFOShare, to discuss the impact the pandemic has...