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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.
Anne Mank, CPA, CFP®, EIG Wealth Advisor discusses the different pieces that make up your portfolio and clarify how they all work together. She...
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jackie Rondini, CFP, Senior Consultant with Fiducient Advisors, to discuss the current market...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Renee Herzing, President of Herzing University, to discuss the current impact on education,...