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

July 20, 2024 00:43:25
Episode Cover

How to Spend Your 529

Heather Deaton, EIG Wealth Advisor, sits down with Khaleel Ali, Senior Education Savings Consultant at Edvest, to discuss 529 college savings plans and eligible...

Listen

Episode 50

May 21, 2019 00:42:09
Episode Cover

3-2-19 - Meghan Davis - Social Aspects of Senior Living

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...

Listen

Episode

March 03, 2024 00:43:11
Episode Cover

2023 Market Recap

Listen to hear Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talk with Mike Roth of Stark Investments to provide a 2023 market recap. 

Listen