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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.
Jamie Williams, EIG Wealth Advisor, talks with Barry Mendelson, CEO of Capital Market Consultants, about the significance of investment research for due diligence, quality...
Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Tracy Coenen who is a Forensic Accountant and creator of the Divorce Money...