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In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're...
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from...
Listen to hear Heather Deaton, EIG Wealth Advisor, talk with James Lewis, President & Co-founder of The National Society of High School Scholars (NSHSS),...