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...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Wendy Baumann, President & CVO of WWBIC, to discuss the current impacts on Milwaukee...