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.
Guidance on how to navigate through the life transition of retirement with purpose and confidence. Hosted by: Karen Ellenbecker, EIG Founder & Senior Wealth...
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Mary Brown, President and Chief Investment Officer of Campbell Newman Asset Management, Inc.,...
Learn tips to use when cleaning out estates such as recycling, donating items, estate sales, and more! Hosted by: Heather Deaton, EIG Wealth Advisor...