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 Guide. This guide takes people step by step through the process of gathering and analyzing their financial documents. It is an online handbook with 10 steps to help offer peace of mind to someone in the process of a divorce.
Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Vivian Tsai, Board Chair of the College Savings Foundation, to discuss 529 plans and...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Sandra Geisler, EIG Director of Tax Planning, about the changes to tax laws during...