Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and...
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the...
Learn about top technology trends and the benefits of AI. Hosted by: Karen Ellenbecker, Founder & Senior Wealth Advisor Featuring: Dan Burrus, Leading Technology...