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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 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,discusses opportunities for exploration in Milwaukee with Kristin Settle and Claire Koenig from Visit Milwaukee. Learn navigation tips,...
If Medicare feels confusing or overwhelming, this episode is for you. Jean Range, Senior Wealth Advisor, sits down with Jim Larson, a Licensed Independent...