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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.
Anne Mank, EIG Wealth Advisor & Director of Wealth Coaching, talks with Vivian Tsai, Chair of the College Savings Foundation, about how Gen Z...