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.
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Sue Gresham, The LinkedIn Lady, Consulting, Training & Coaching to discuss how to build your...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth, Founder of Stark Investments, about historic market patterns during election periods, current...
Karen Ellenbecker EIG Founder and Senior Wealth Advisor, is joined by David Barnett, artist, collector, appraiser and owner of the David Barnett Gallery to...