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Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Jennifer Coombs, MSF, CSRIC™, Associate Professor at the College of Financial Planning, about sustainable investing and what certifications and training you should look for in your wealth advisor putting together your financial plan.
Join the EIG Tax Team for an end-of-year tax discussion covering the new residential energy credits, electric vehicle credits, and Secure Act 2.0 changes...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kevin Spellman, Director of Investment Management at UWM, who outlines the pros and cons...