5-25-19 - Lori Coonen - Your Family Legacy

Money Sense

May 28 2019 | 00:45:58

00:00 / 00:45:58

Hosted By

Show Notes

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Lori Coonen, Heritage Design Professional™, with Living My Legacy about how to pass your family legacy through the generations.

Other Episodes

Episode

January 06, 2024 • 00:44:37

Stakeholder Economics & Certified B Corps

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...

Episode 0

August 09, 2021 • 00:42:58

8-8-21 - Kari Lyles - Planning After Loss of Spouse

Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, is joined by Kari Lyles, Owner of Second Chapter Consulting, LLC, to discuss...

Episode

July 05, 2025 • 00:42:33

Q2 Bond and Stock Market Review

Tune in to hear Jamie Williams, EIG Wealth Advisor, and Dick Schiller of Pavlic Investment Advisors talk about recent trends in the stock and...