Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Meghan Davis, Life Enrichment Director with Capri Senior Communities to talk about...
EIG Wealth Advisor, Anne Mank, CFP®, CPA, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jennifer Buchholz, CEO of Excel & Flourish, about tips on how to use Excel spreadsheets...