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Feeling the itch to get organized? Learn tips and strategies to stay mindful and on-track by watching your cashflow, cleaning out files, and creating spending plans.
Hosted by: Jamie Williams, Wealth Advisor
Featuring: Heather Deaton, Wealth Advisor
Julie Ellenbecker-Lipsky, President & Senior Wealth Advisor at EIG, sits down with Susan Hansen, Collaborative Lawyer and Mediator and Hansen & Hildebrand, S.C., to...
Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor talks with Britt Holterman, M.S., Owner of Legacy Gym MKE, about the importance of fitness and mental...
Showcasing Milwaukee's Philanthropic Community, hear EIG Director of Community Outreach, Jill Economou, talk with Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor and...