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Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the tax changes and stimulus packages from this past year, discuss the impacts on future tax filings and talk about the importance of planning ahead with an advisor.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Heather Nelson, Senior Vice President with Spring Bank, to discuss commercial lending for small...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ande Frazier, author of "Financially Free: 11 Conversations to Have with Yourself about...
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Bruce Nemovitz, Senior Real Estate Specialist with Realty Executives Integrity, to discuss the current...