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.
Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Erin Lowry, author of The Broke Millennial: Takes On...
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor to discuss how Ellenbecker...