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

Episode 62 • May 28, 2019 • 00:45:58
5-25-19 - Lori Coonen - Your Family Legacy
Money Sense
5-25-19 - Lori Coonen - Your Family Legacy

May 28 2019 | 00:45:58

/

Hosted By

Karen Ellenbecker

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.
Previous Episode
Next Episode

Other Episodes

Episode 85

November 25, 2019 • 00:42:55
Episode Cover

11-23-19 - Mike Roth - Economic Update

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.

Listen

Episode 0

July 26, 2021 • 00:41:38
Episode Cover

7-24-21 - Sandra Geisler - Tax Updates

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the...

Listen

Episode 0

November 01, 2021 • 00:40:57
Episode Cover

10-31-21 - Sue Ashford - The Power of Flexing

Anne Mank, CFP®, CPA, IHC, Wealth Advisor & Wealth Coach, is joined by Sue Ashford, Author of "The Power of Flexing" to discuss how...

Listen