02-1-20 - Featuring Milwaukee's Philanthropic Community - Sandra Geisler - Charitable Giving

Episode 90 February 03, 2020 00:47:35
02-1-20 -  Featuring Milwaukee's Philanthropic Community - Sandra Geisler - Charitable Giving
Money Sense
02-1-20 - Featuring Milwaukee's Philanthropic Community - Sandra Geisler - Charitable Giving

Feb 03 2020 | 00:47:35

/

Hosted By

Karen Ellenbecker

Show Notes

Showcasing Milwaukee's Philanthropic Community, hear EIG Director of Community Outreach, Jill Economou, talk with Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor and Sandra Geisler, EIG Director of Tax Planning about family philanthropy, legacy planning and charitable giving.

Other Episodes

Episode 57

May 21, 2019 00:42:45
Episode Cover

4-21-19 – Nick Starr – Property and Casualty Insurance

EIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Nick Starr, Commercial & Personal Insurance Counselor with The Starr Group, about why it is...

Listen

Episode

July 05, 2025 00:42:33
Episode Cover

Q2 Bond and Stock Market Review

Tune in to hear Jamie Williams, EIG Wealth Advisor, and Dick Schiller of Pavlic Investment Advisors talk about recent trends in the stock and...

Listen

Episode

September 27, 2025 00:42:31
Episode Cover

AI Scams

Uncover the hidden dangers of AI scams and learn how to protect yourself from sophisticated digital deception in this episode hosted by Wealth Advisor...

Listen