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.
Listen to hear Cara Olson, Chief People Officer at EIG, talk with Rose Fass, Author & Founder of Fassforward Consulting Group, about finding the...
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rev. Andrea Scott Brown, MBA, CEC, founder and creator of the Audacious Path Program, about...