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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, talks with Diane Gastrow, EIG Director of Insurance Planning, about using insurance as a financial planning...
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Jennifer Coombs, MSF, CSRIC™, Associate Professor at the College of Financial Planning, about sustainable investing...
Understand the ‘why’ behind current shifts in today’s market. While we may not always agree with the decisions being made, this show offers insight...