Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets to talk about the topics of Medicare that can often seem overwhelming. Learn the process of choosing a plan, working with an agent and the dates of open enrollment periods.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel & Flourish, about tips on how to use Excel spreadsheets...
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Mary Brown, President of Campbell Newman Asset Management about the history and philosophy of...
Selling a business and succession planning during the pandemic.