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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.
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...
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor,discusses the impact statistics of women in business from 2018 with Wendy Baumann,President - Chief Visionary...