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Heather Deaton, EIG Wealth Advisor, sits down with Mark Shiller, Attorney & Author, to discuss strategies and concepts about engaging your kids in finances so they develop a healthy and responsible relationship with money, a positive work ethic and value of gratitude.
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Patty Jackson, owner of Clear Inner Focus and author of "Flip Your Focus" to...