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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.
Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Nick Starr, President & Personal/Commercial Insurance Architect with The...
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, discusses the current state of the economy with Mike Roth, Founding Principal of Stark Investments.