E4IS welcomes back Eric Christoffersen to complete the 2-part series "Trusts Uncovered". We'll continue to break down the various types and uses of trusts for planning purposes in light of recent tax law changes. Not Legal Advice. This presentation [...]
E4IS welcomes Eric Christoffersen, an Estate and Business Attorney with Grams & Christoffersen, S.C. Eric is a respected resource in the estate planning community, and a regular contributor on advanced planning topics for E4IS. In this 2-part BREW cast, [...]
E4IS welcomes Star Advisor Malik Lee of Felton & Peel Wealth Management to this special BREW. In this session, Mr. Lee will share insights about his recent Kiplinger article on charitable giving. His expertise in philanthropic advising will help [...]
Annuities are a critical tool in every planner's tool box. With so many carriers, products, and features that change regularly, how can a busy financial professional keep up? E4IS's exclusive Annuity Solutions Weekly brings the best and brightest to [...]
