Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, is joined by Kari Lyles, Owner of Second Chapter Consulting, LLC, to discuss how to navigate planning for the unthinkable and what crucial conversations need to be had in order to leave a legacy of comfort.
Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Erin K. Fay, Attorney with Fay Legal, s.c., to discuss estate planning...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Cheryl McMurtry, Founder & President of McMurtry Financial Services, sit down to discuss Cheryl's upcoming ...
Estate plan, government provided or create your own?