Educational Videos

Broaden your perspective on foundational planning with B&E’s Ryan Michaelis as he raises questions and shares insight on what you need to know now to have what you want, tomorrow.

Foundational Planning for Young Professionals and FamiliesRead More

B&E’s Vice President Laura Maksymkow provides three tips on charitable giving relevant to the tax law changes and with your best interest in mind.

Potential Tax-Saving Tips for Charitable GivingRead More

In this segment, B&E President Sarah Kaelberer shares critical documents you want in place not only for aging parents but for children age 18 and older.

Critical Documents for Your Children & Your ParentsRead More

In a tight labor market, what strategies beyond your health care and retirement plans can help companies retain their most critical employees? B&E President Sarah Kaelberer offers creative compensation strategies to recognize and retain a lasting relationship with key employees — with your best interest in mind.

Creative Compensation Strategies to Retain Key EmployeesRead More

In this segment, President Sarah Kaelberer and Vice President Laura Maksymkow share some exciting news that will benefit us all for years to come!  Learn about B&E’s partnership transitions and the company’s more than 40 years history and long term future plans to continue to serve you with your interest in mind.

Succession Planning and Celebrating the FutureRead More

In this segment B&E’s President Sarah Kaelberer identifies how working in concert with you and not just for you helps you achieve the best life possible.

Working In Concert For You and Not Just With YouRead More

In this segment B&E’s Founder Dennis Zahrbock presents tactics for uncommon follow through on financial commitments.

Uncommon Follow Through on Financial CommitmentsRead More

In this segment B&E’s Vice President Stefani Fiedler delivers objective ways to avoid emotionally driven decisions on important money matters.

Avoid Emotionally Driven DecisionsRead More