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Join the EIG Tax Team for an end-of-year tax discussion covering the new residential energy credits, electric vehicle credits, and Secure Act 2.0 changes to retirement savings accounts. They highlight end-of-year tax planning tips plus tax issues they plan to watch closely in 2024.
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Mary Brown, President of Campbell Newman Asset Management to discuss the...
Listen to hear Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, talk with Aja Evans, Financial Therapist, Consultant & Author, about how to...
Heather Deaton, EIG Wealth Advisor, is joined by April DeValkenaere, CEO & Owner of Fortress Forensic Investigations, to discuss crypto currency scams and how...