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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.
Listen to hear Jean Range, Senior Wealth Advisor at EIG, talk with two retirees, Mike Tetkoski & Jerry Kirkland, about their personal experiences on...
Showcasing Milwaukee's Philanthropic Community, hear EIG Director of Community Outreach, Jill Economou, talk with Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor and...
Julie Ellenbecker-Lipsky, EIG President & Senior Wealth Advisor sits down with attorney Jeffrey Stephens and psychologist Ronald Raymond to discuss their book, The Road...