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Jamie Williams, CFP®, EIG Wealth Advisor sits down with Dick Schiller, CFA®, CPA® of Pavlic Investment Advisors to discuss the 2024 year and recent market highlights. They also cover current housing interest rates, fixed income investing, and current equity market levels plus the importance of tax planning and cash flow considerations.
Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Bob Winter and James Wilde, Co-Owners of Lake Country Travel, to discuss what you need...
Jean Range, CFP®, EIG Senior Wealth Advisor,is joined by Gail Rust, speaker and president of Toastmasters "Love of Laughter" club to discuss the importance...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning for...