Jean Range, CFP®, EIG Senior Wealth Advisor, is joined by Eric Johnson, author of “The Elements of Choice” to discuss how to make better choices when it comes to decision-making. Learn tools on how to present options to an audience with influence and reasoning.

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Carl Holborn, Attorney with O'Neil, Cannon, Hollman, DeJong & Laing, about his expertise with estate planning for business owners and succession planning.

Anne Mank, CFP®, CPA, IHC, Wealth Advisor & Wealth Coach, is joined by Sue Ashford, Author of "The Power of Flexing" to discuss how to change behavior, develop soft skills like listening and communication, and embrace change and problem solving to achieve your goals.

Heather Deaton, CFP®, CSRIC™, EIG Wealth Advisor, is joined by Heather Nelson, Senior Vice President with Spring Bank, to discuss commercial lending for small businesses. Learn what to consider during the early stages of a new business and how to create partnerships and funding.

Jean Range, CFP®, EIG Senior Wealth Advisor is joined by Jim Larson, Independent Insurance Agent with HealthMarkets to talk about the topics of Medicare that can often seem overwhelming. Learn the process of choosing a plan, working with an agent and the dates of open enrollment periods.

Julie Ellenbecker-Lipsky, CFP®, CDFA®, EIG President & Senior Wealth Advisor is joined by Amy Krieghoff, Realtor® with FirstWeber Realtors - Amy Krieghoff Team, to discuss how to choose a realtor, how to start the process of relocating and tips for moving forward in this current market.

Jill Economou, EIG Director of Community Outreach and host of Milwaukee’s Philanthropic Community talks with Karen and Taelor Ellenbecker, Co-Founders of Pillows With Wings, a faith-based non-profit organization that promotes active, experienced based change. Hear Karen and Taelor talk about their book, “My Pillows Has Wings” and what inspired them to start this passion project.

Kristina Schnuckel, CFP®, AIF®, EIG Director of Client Experience & Wealth Advisor, is joined by Erin Lowry, author of The Broke Millennial: Takes On Investing, to discuss how and when to start investing in your goals and retirement and the importance of financial education.

Jamie Williams, CFP®, EIG Wealth Advisor, is joined by Bob Winter and James Wilde, Co-Owners of Lake Country Travel, to discuss what you need to know about current travel restrictions and popular destinations.

Anne Mank, CFP®, CPA, IHC, EIG Wealth Advisor & Wealth Coach, is joined by Kari Lyles, Owner of Second Chapter Consulting, LLC, to discuss how to navigate planning for the unthinkable and what crucial conversations need to be had in order to leave a legacy of comfort.