Latest Episodes
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7-10-21 - Jenny Coombs - Sustainable Investing
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Jennifer Coombs, MSF, CSRIC™, Associate Professor at the College of Financial Planning, about sustainable investing...
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6-27-21 – Phil Remmers - Estate Planning for Recent Graduates
Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, talks with Phil Remmers, Attorney with Cramer, Multhauf & Hammes, LLP, about...
169
6-26-21 – Nick Starr - Property & Casualty Insurance
Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Nick Starr, President & Personal/Commercial Insurance Architect with The...
168
6-20-21 – Mary Brown - Economic Update
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Mary Brown, President of Campbell Newman Asset Management to discuss the...
167
6-19-21 – Don Murn - Estate Planning for Passion Projects
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Don Murn, Attorney with Axley Brynelson, LLP, about estate planning for businesses, gifting and...
166
5-30-21 – Vivian Tsai - College Savings Foundation
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and...