Hosted By
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.
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, talks with Eli Rivera and Ruben Gaona, Co-Founders of The Way Out, about helping connect employers with...
How can portfolios pursue growth while managing volatility and generating reliable income? In this episode of Money Sense, wealth advisor Jamie Williams sits down...
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Geraud Blanks, Black Lens Director with MKE Film and Heidi Moore with Froedtert Hospital...