Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.
EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college....
Heather Deaton, EIG Wealth Advisor, is joined by Jill Butterfield, Licensed Psychotherapist and Certified in Nutrition for Mental Health, to discuss the importance of...