Money Sense

EIG Wealth Advisor, Anne Mank, CPA, CFP®, talks with Nick Starr, Commercial &

Personal Insurance Counselor with The Starr Group, about why it is important to review proper liability, uninsured/underinsured motorist and umbrella policies.

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor, is joined by Anne Mank, CPA, CFP®, EIG Wealth Advisor to discuss how to address financial concerns to keep a proper perspective and sleep well at night.

EIG Founder and Senior Wealth Advisor, Karen Ellenbecker talks with Bill Lyne, Attorney with Lyne Law Firm, LLC, about what to think about when passing along a second home to the next generation. They will discuss possible details and costs to think through and how to add a second home into your estate planning documents.

Karen Ellenbecker EIG Founder and Senior Wealth Advisor, is joined by David Barnett, artist, collector, appraiser and owner of the David Barnett Gallery to discuss Wisconsin artists and art collecting. David will also talk us through the appraisal process for your collections.

Jean Range, CFP®, EIG Senior Wealth Advisor,is joined by Gail Rust,

speaker and president of Toastmasters "Love of Laughter" club to discuss

the importance of bringing laughter in our life and how not to let difficult situations hold you back.

EIG Senior Wealth Advisor, Jean Range, CFP® talks with Richard Polimeni, chair of the College Savings Foundation about using 529s to save for college. He will also give tips on what parents and high school students can do to help prepare for financing college.

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor,discusses the impact statistics of women in business from 2018 with Wendy Baumann,President - Chief Visionary Officer of WWBIC.

Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor,

is joined by Meghan Davis, Life Enrichment Director with Capri Senior Communities to talk about the social side of senior living and why it is important for your health as you age.

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor,talks with

Terry Pavlic, CFA, President of Pavlic Investment Advisors, about the importance of fixed income and the current state of the bond markets.

Julie Ellenbecker-Lipsky, CFP®, is joined by Susan Hansen, Collaborative Lawyer and Mediator with Hansen & Hildebrand, S.C., to discuss the differences between traditional divorce, collaborative divorce and mediation.