8-3-19 - Liza LeClaire - Succession Planning

Episode 71 August 05, 2019 00:43:38
8-3-19 - Liza LeClaire - Succession Planning
Money Sense
8-3-19 - Liza LeClaire - Succession Planning

Aug 05 2019 | 00:43:38

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

Show Notes

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

Other Episodes

Episode

March 16, 2025 00:44:47
Episode Cover

Spring Clean Your Finances

Feeling the itch to get organized? Learn tips and strategies to stay mindful and on-track by watching your cashflow, cleaning out files, and creating...

Listen

Episode 54

May 21, 2019 00:42:25
Episode Cover

3-30-19 - David Barnett - Art Collecting and Appraisals

Karen Ellenbecker EIG Founder and Senior Wealth Advisor, is joined by David Barnett, artist, collector, appraiser and owner of the David Barnett Gallery to...

Listen

Episode 96

April 13, 2020 00:44:44
Episode Cover

4-11-20 – Rachel LaMantia – CARES Act

Anne Mank, CFP®, CPA, EIG Wealth Advisor talks with Rachel LaMantia, Founder of Masterpiece Bookkeeping, LLC, about how the CARES Act affects individuals and...

Listen