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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.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Dr. Jerry Halverson, Chief Medical Officer with Rogers Behavioral Health, to discuss mental...
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Alfonso Morales, PhD, Professor of Urban and Regional Planning at UW-Madison, to discuss sustainable...