Heather Deaton, EIG Wealth Advisor, explores the concepts of stakeholder economics with Lisa Geason-Bauer, Trained B Corps Consultant. They discuss Certified B Corporations, their design, accreditation and ongoing impacts on people, profits and the planet.
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and...
Host Jamie Williams, an EIG Wealth Advisor, delves into the intricacies of real estate and estate planning with Erick Fabyan, Attorney at Haight &...
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Joaquin Altoro, CEO of Wisconsin Housing and Economic Development Authority (WHEDA), to discuss the...