Edvest with Khaleel Ali

May 13, 2023 • 00:43:44
Edvest with Khaleel Ali
Money Sense
Edvest with Khaleel Ali

May 13 2023 | 00:43:44

/

Hosted By

Karen Ellenbecker

Show Notes

Heather Deaton, EIG Wealth Advisor, speaks with Khaleel Ali, Edvest College Savings Consultant, about 529 Savings plans; how they work, why to use them and tax advantages. Get clarity on common misconceptions.
Previous Episode
Next Episode

Other Episodes

Episode

June 22, 2024 • 00:42:31
Episode Cover

Discover EIG Tax

Sandra Geisler, Director of Tax Planning at EIG, sits down with her team to discuss the benefits of year-round tax planning beyond year-end preparations,...

Listen

Episode 79

September 30, 2019 • 00:41:39
Episode Cover

9-29-19 - Mary Brown - Economic Update

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about the history and philosophy of...

Listen

Episode

January 04, 2025 • 00:42:42
Episode Cover

College Savings & Gifting Options

Join Heather Deaton, EIG Wealth Advisor, as she talks with Chris McGee, Chair of the College Savings Foundation, about how parents and their high...

Listen