Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Heather Nelson, Senior Vice President with Spring Bank, to discuss commercial lending for small businesses. Learn what to consider during the early stages of a new business and how to create partnerships and funding.
EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college....
Kristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG, sits down with Tony & Beckie Kaczkowski, partners at Stretch Zone in Wisconsin,...
Selling a business and succession planning during the pandemic.