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Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Tracy Coenen who is a Forensic Accountant and creator of the Divorce Money...
Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Liza LeClaire, MPA, CPC, TEC Vistage Chair, to discuss succession planning for business owners.
Anne Mank, EIG Wealth Advisor & Director of Wealth Coaching, talks with Vivian Tsai, Chair of the College Savings Foundation, about how Gen Z...