Hosted By
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.
Learn about different ways to support and get involved in nonprofits and give back to the community. Hosted by: Jamie Williams, EIG Wealth Advisor...
Jean Range, EIG Senior Wealth Advisor, sits down with Matt Florentine, Functional Movement Trainer at Catalyst Wellness, to discuss healthy habits you can start...
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Lauren Reeg with RENEW Wisconsin. They discuss the economic impacts of sustainability in the...