Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Nick Starr, President & Personal/Commercial Insurance Architect with The...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ann Hanna, Managing Director & Owner of Taureau Group, LLC and first elected...
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and...