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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.
Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor, is joined by Richard Schiller, CFA®, CPA, Portfolio Manager & Wealth Advisor with Pavlic...
Heather Deaton, Wealth Advisor at EIG, sits down with Shannon Vick, owner and personal trainer at Iron Fist Fitness, LLC, to discuss what lead...
Discover how parents can gracefully transition into the empty nest phase in this episode featuring Corporate Wellness Consultant Jill Butterfield.