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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, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Dave Maaske, District Director of SCORE SE Wisconsin, to discuss their...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Tim Stenger, Partner and Senior Appraiser with Stenger Bischoff to discuss art collections,...
Jamie Williams, EIG Wealth Advisor, talks with Barry Mendelson, CEO of Capital Market Consultants, about the significance of investment research for due diligence, quality...