8-8-21 - Kari Lyles - Planning After Loss of Spouse

Money Sense

Aug 09 2021 | 00:42:58

00:00 / 00:42:58

Hosted By

Show Notes

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.

Other Episodes

Episode 90

February 03, 2020 • 00:47:35

02-1-20 - Featuring Milwaukee's Philanthropic Community - Sandra Geisler - Charitable Giving

Showcasing Milwaukee's Philanthropic Community, hear EIG Director of Community Outreach, Jill Economou, talk with Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor and...

Episode 86

November 25, 2019 • 00:43:16

11-24-19 - Judi Blanding - Urban Senior Living

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Judi Blanding, Executive Director of St. Rita Square with Capri Senior Communities about the...

Episode

March 30, 2025 • 00:46:21

Technology Trends

Learn about top technology trends and the benefits of AI. Hosted by: Karen Ellenbecker, Founder & Senior Wealth Advisor Featuring: Dan Burrus, Leading Technology...