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Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! As the holiday season approaches, it’s a time for reflection, gratitude, and connection. In this special episode, Paul Ellis and Tiffany Burchett take a moment to appreciate the relationships they've built over the past year. The year ha…
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! Stay Tuned - More Insights are on the way!! Feel free to share episodes with those in your circle who are on a similar path of learning.  We hope our conversations will help you acquire more knowledge, become even more curious a…
Welcome to EWM INSIGHTS, where we celebrate HUMAN CAPITAL! In this podcast edition, we continue our advanced planning series and explore the implications of the recently enacted "One Big Beautiful Bill," focusing on tax planning and investment strategies. We examine key components of this legislati…
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! EWM INSIGHTS Advanced Planning Series with James Bergeron, J.D. In this latest episode of Insights, host Paul Ellis sits down with Jim Bergeron from Nuveen to discuss the complexities of elder and parental care, a pressing issue for …
Welcome to EWM INSIGHTS where we celebrate on HUMAN CAPITAL! Stay Tuned - More Insights are on the way!! Feel free to share episodes with those in your circle who are on a similar path of learning.  We hope our conversations will help you acquire more knowledge, become even more curious a…
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