Hosted By
Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Erin Lowry, author of The Broke Millennial: Takes On Investing, to discuss how and when to start investing in your goals and retirement and the importance of financial education.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor is joined by Alfonso Morales, PhD, Professor of Urban and Regional Planning at UW-Madison, to discuss sustainable...
Anne Mank, CFP®, CPA, EIG Wealth Advisor, is joined by Melinda Stuart, Owner of Smart Moves and Certified Senior Moves Manager, to discuss downsizing,...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Don Murn, Attorney with Axley Brynelson, LLP, to discuss estate planning for business...