Hosted By
Anne Mank, CFP®, CPA, IHC, Wealth Advisor & Wealth Coach, is joined by Sue Ashford, Author of "The Power of Flexing" to discuss how to change behavior, develop soft skills like listening and communication, and embrace change and problem solving to achieve your goals.
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor,discusses the impact statistics of women in business from 2018 with Wendy Baumann,President - Chief Visionary...
Heather Deaton, EIG Wealth Advisor, explores the concepts of stakeholder economics with Lisa Geason-Bauer, Trained B Corps Consultant. They discuss Certified B Corporations, their...
In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're...