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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 a seasoned donor or just beginning to explore philanthropy, they'll guide you through what's changed, what still works, and how to align your giving with your financial goals.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Chrissy Klaske and Christy Weber from Keller Williams Realty, to discuss the current...
Kristina Schnuckel, Director of Client Experience & Wealth Advisor at EIG, sits down with Julie Dybul of Global Mobile Living, to discuss exploring the...
Uncover the hidden dangers of AI scams and learn how to protect yourself from sophisticated digital deception in this episode hosted by Wealth Advisor...