Hosted By
Heather Deaton, CFP ®, CSRIC ™, EIG Wealth Advisor, is joined by Talaya Scott, owner of FIIT Perspective and author, who takes us through the steps and tools to financial freedom with a focus on mindset and structure. Her methods, tools, and concepts are for personal finances as well as entrepreneurial small business owners.
Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Erin Lowry, author of The Broke Millennial: Takes On...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor sits down with Adi Segal, CEO of Hapi, to discuss the importance of mental health in...
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.