Charitable Giving

November 24, 2024 00:47:42
Charitable Giving
Money Sense
Charitable Giving

Nov 24 2024 | 00:47:42

/

Hosted By

Karen Ellenbecker

Show Notes

Jill Economou, Director of Community Relations at EIG, sits down with Heather Deaton, EIG Wealth Advisor, to discuss strategies for tax-efficient charitable giving so the listeners gain confidence in giving plans, tax considerations and maximizing financial gifts to nonprofit organizations.

Other Episodes

Episode

September 15, 2024 00:45:33
Episode Cover

Medicare - 2024

Join Jean Range, Senior Wealth Advisor at EIG, as she talks with Jim Larson, licensed insurance agent & producer at HealthMarkets, about how to...

Listen

Episode

January 23, 2022 00:45:37
Episode Cover

01-23-2022 - Ann Hanna - PPE Paycheck Protection Program

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor talks with Ann Hanna about how the PPE Paycheck Protection Program influenced businesses.

Listen

Episode 152

February 22, 2021 00:41:47
Episode Cover

2-20-21 – Melinda Stuart - Downsizing & Senior Moving Services

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves and Certified Senior Moves Manager, to discuss downsizing,...

Listen