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Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.
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...
Listen to hear Jean Range, Senior Wealth Advisor at EIG, talk with two retirees, Mike Tetkoski & Jerry Kirkland, about their personal experiences on...