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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.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, discuss the 25th anniversary of...
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...
Heather Deaton, EIG Wealth Advisor, speaks with Khaleel Ali, Edvest College Savings Consultant, about 529 Savings plans; how they work, why to use them...