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Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Timothy Stenger, Partner and Senior Appraiser at Stenger Bischoff, to discuss the importance of incorporating an asset appraisal into your estate plan.
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Mary Brown, President of Campbell Newman Asset Management to discuss the...
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Dave Maaske, District Director of SCORE SE Wisconsin, to discuss their...
How can generosity fit seamlessly into your financial plan and maximize tax efficiency? In this episode of Money Sense, wealth advisors Jamie Williams and...