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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.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and Founding Partner of The Expressory, about different ways that businesses can...
What does it really mean to be a trustee? Heather Deaton teams up with estate planning attorney Phil Remmers to break it down in...