7-24-21 - Sandra Geisler

Money Sense

7-24-21 - Sandra Geisler - Tax Updates

Jul 26 2021 | 00:41:38

00:00 / 00:41:38

Hosted By

Show Notes

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.

Other Episodes

Episode 146

January 12, 2021 • 00:42:59

1-09-21 - Amberlea Childs - Using Food for Prevention & Improvement

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Amberlea Childs, a plant-based chef, educator & founder of Plant Joy, to discuss how...

Episode 161

May 03, 2021 • 00:42:08

5-1-21 – Cara Ogburn - MKE Film Festival

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Cara Ogburn, Ph.D, Artistic Director with MKE Film, about the 2021 MKE Film Festival...

Episode

May 10, 2025 • 00:42:54

Estate Cleanout

Learn tips to use when cleaning out estates such as recycling, donating items, estate sales, and more! Hosted by: Heather Deaton, EIG Wealth Advisor...