11-13-21 - Carl Holborn - Estate Planning for Business Owners

November 15, 2021 00:39:56
11-13-21 - Carl Holborn - Estate Planning for Business Owners
Money Sense
11-13-21 - Carl Holborn - Estate Planning for Business Owners

Nov 15 2021 | 00:39:56

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

Show Notes

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing, about his expertise with estate planning for business owners and succession planning.

Other Episodes

Episode

August 02, 2025 00:45:15
Episode Cover

Investing 101

Join Tammy Niemann, EIG Wealth Advisor, and Kristina Schnuckel, EIG Wealth Advisor and Director of Client Experience, and take the first step toward financial...

Listen

Episode 94

March 30, 2020 00:44:23
Episode Cover

3-28-20 - Melissa Tosetti - The Savvy Life

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Melissa Tosetti, author of "The Savvy Life" to discuss personal finance from...

Listen

Episode 128

July 02, 2020 00:43:51
Episode Cover

Conversations with a Purpose #30 - Terry Pavlic - Interest Rates, Bonds and an Economic Update

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Terry Pavlic, CFA, President of Pavlic Investment Advisors, to discuss the current market...

Listen