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 Cindy Olson, Pre-Planning Specialist with Hartson Funeral Home to talk about the importance of...
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor is joined by Bill Lyne, Attorney with Lyne Law Firm, LLC, to discuss estate planning documents...
Anne Mank, CFP®, CPA, EIG Wealth Advisor, talks with Jamie Shibley, CEO and Founding Partner of The Expressory, about different ways that businesses can...