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

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 50

May 21, 2019 00:42:09
Episode Cover

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...

Listen

Episode

April 15, 2023 00:45:38
Episode Cover

Milwaukee Film Festival with Cara Ogburn

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Cara Ogburn, Artistic Director from Milwaukee Film, the nonprofit arts organization dedicated to entertaining,...

Listen

Episode

October 01, 2022 00:44:52
Episode Cover

Open Enrollment with Jim Larson

Medicare open enrollment is right around the corner. Jean Range, EIG Senior Wealth Advisor, is joined by Jim Larson, Licensed Insurance Agent & Executive...

Listen