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.
Join Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, and Edward Deshazer, Executive Director of Greater Holy Temple Christian Academy, to discuss the current...
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Mary Beth Freckmann, Sales Executive & Licensed Realtor with Keller Williams to discuss independent...
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the...