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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.
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, sits down with Karen Hung, Founder & CEO of Silver Rock Consulting, to discuss how boards...
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Mary Brown, President and Chief Investment Officer of Campbell Newman Asset Management, Inc.,...
In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're...