Charitable Giving and Family Legacy

Milwaukee's Philanthropic Community

Jan 02 2022 | 00:47:54

00:00 / 00:47:54

Hosted By

Show Notes

Tune in to hear EIG Director of Community Outreach, Jill Economou, talk with guests about family philanthropy, legacy planning and charitable giving.

Guests this week include:

Julie Ellenbecker-Lipsky, CFP® CDFA™

EIG President and Senior Wealth Advisor

Sandra Geisler, CPA

EIG Director of Tax Planning

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