Charitable Giving and Family Legacy

January 02, 2022 00:47:54
Charitable Giving and Family Legacy
Milwaukee's Philanthropic Community
Charitable Giving and Family Legacy

Jan 02 2022 | 00:47:54

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Hosted By

Jill Economou

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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