Knowledge is power - educate yourself to prevent against identity theft. Hosted by: Jamie Williams, EIG Wealth Advisor Featuring: Ben Merens, Outreach Specialist, DATCP
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and...
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the...