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What happens when you’re named the trustee of a loved one’s estate? In this episode, wealth advisor Heather Deaton and estate planning attorney Phil...
Heather Deaton, EIG Wealth Advisor, explores the concepts of stakeholder economics with Lisa Geason-Bauer, Trained B Corps Consultant. They discuss Certified B Corporations, their...
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets to talk about the topics of Medicare...