College Savings Foundation with Vivian Tsai

Money Sense

Jun 12 2022 | 00:48:59

00:00 / 00:48:59

Hosted By

Show Notes

Anne Mank, EIG Wealth Advisor & Director of Wealth Coaching, talks with Vivian Tsai, Chair of the College Savings Foundation, about how Gen Z views college and 529 savings plans differently.

Other Episodes

Episode

July 23, 2023 • 00:46:30

Market Update with Dick Schiller

Join Jamie Williams, EIG Wealth Advisor and his guest Dick Schiller, Portfolio Manager & Wealth Advisor at Pavlic Investment Advisors, Inc., as they discuss...

Episode 151

February 08, 2021 • 00:45:19

2-07-21 – Rachel LaMantia - Bookkeeping for Small Businesses

Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about the CARES Act and how these changes...

Episode 66

July 01, 2019 • 00:42:09

6-29-19 - Jules Philippi - Health and Wellness

EIG Senior Wealth Advisor, Jean Range, CFP®, discusses fitness for all ages and how health affects your financial portfolio with Jules Philippi, Programming Manager...