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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.
Join Karen Ellenbecker, Founder & Senior Wealth Advisor at EIG, as she talks with Annalee Krueger, President/Owner of Care Right Inc. about family caregiving...
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Sandra Geisler, CPA, EIG Director of Tax Planning, to review the...
In this episode of “Money Sense”, host Karen Ellenbecker is joined by her daughter, Julie Ellenbecker‑Lipsky, President and Senior Wealth Advisor at Ellenbecker Investment...