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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
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Ande Frazier, author of "Financially Free: 11 Conversations to Have with Yourself about...
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...
Sandra Geisler, Director of Tax Planning at EIG, sits down with her team to discuss the benefits of year-round tax planning beyond year-end preparations,...