7-7-19 - Patty Jackson - Flip Your Focus

Money Sense

Jul 08 2019 | 00:42:17

00:00 / 00:42:17

Hosted By

Show Notes

Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Patty Jackson, owner of Clear Inner Focus and author of "Flip Your Focus" to talk about taking charge of your life to be your best self.

Other Episodes

Episode 71

August 05, 2019 • 00:43:38

8-3-19 - Liza LeClaire - Succession Planning

Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.

Episode

August 06, 2023 • 00:45:15

Civil Discourse with Milan Kordestani

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Milan Kordestani, Author & Entrepreneur, on the importance of finding common ground to make...

Episode 50

May 21, 2019 • 00:42:09

3-2-19 - Meghan Davis - Social Aspects of Senior Living

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Meghan Davis, Life Enrichment Director with Capri Senior Communities to talk about...