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
Join Heather Deaton, EIG Wealth Advisor, as she talks with Chris McGee, Chair of the College Savings Foundation, about how parents and their high...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Cara Ogburn, Ph.D, Artistic Director with MKE Film, about the 2021 MKE Film Festival...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, about the...