| Hats
& Mittens Project – Our holiday tradition |
| For
the past several years we have adopted Albert E. Kagel Elementary
School for the Holidays. Anyone that visits our offices
during the month of December most certainly notices the
stacks of hats, mittens, books, toys, crackers and all the
donations. With the generous cash donations we purchase
the merchandise needed to complete the project. We delivered
370 gift bags to the classrooms. Our goal for 2008 is to
continue the tradition. We have established a non-profit
charitable gift fund that will allow you to take a tax deduction
for your gift. Join us in receiving the joy from giving.
For more information contact denise@ellenbecker.com |
| Young Investors Club - Creating a
Legacy |
| Ellenbecker Investment Group, Inc. has a
Young Investors Club available for young adults aged 8
to 18. This club is open to anyone who may be interested
in developing strong and healthy financial life habits.
We celebrate the freshness and drive of the younger generation
and help them to align their goals with their vision.
We include games, seminars, events and newsletters in
the complimentary membership to our Young Investors Club.
If you are interested in more information please email
julie@ellenbecker.com
or call (262) 938-9060. |
High School Education - Giving Back
to Our Future |
| Ellenbecker Investment Group, Inc. is committed
to mentoring and educating young adults in our community.
Consistently for the past five years a group of investment
associates has teamed up with area high schools to provide
seminars during regular economic or current event classes.
These seminars are fun, interactive and engaging focusing
on goal setting, saving, investing, creating strong life
habits and making good choices. The bottom line stressed
to the students is the key to becoming a millionaire is
to spend less than you make! The seminars are another
way that Ellenbecker Investment Group, Inc. is committed
to our local community. |
LifeSmarts: The Ultimate Consumer
Challenge |
| LifeSmarts is a flexible classroom or group
activity that teaches teens to be educated and responsible
consumers and citizens. LifeSmarts is a six-year-old program
that any teenager, grades 9-12, from any U.S. state can
participate. Each player must have an adult coach. The
initial part of the consumer game is played on a computer
with Internet access. If the team advances to the next
level they will be invited, with their coach, to attend
the state competition. The winner of the state competition
will be invited to continue on to the national competition.
LifeSmarts is a "Brain Olympic" game created to educate
teenagers on issues surrounding personal finance, health,
safety, environment, technology, and consumer rights and
responsibilities. LifeSmarts is a wonderful way to involve
high school kids in a game show like experience at no
cost to the parents. Check out their website at www.lifesmarts.org.
In addition to what they learn, teens gain leadership
and teamwork skills. LifeSmarts is free and open to all
teens between 9th and 12th grade. For more information
contact julie@ellenbecker.com
or visit their web site at www.lifesmarts.org. (Information
taken from www.lifesmarts.com) |
Reconstruct |
| Drug and alcohol abuse often leads to the
destruction of families and eventually prison. A majority
of offenders are non-custodial fathers who have been convicted
of non-violent drug offenses. Short-term programs force
offenders out on the their own before they are ready.
They allow only 30-90 days to try to change a habit that
has taken years to develop. Reconstruct is dedicated
to the reunification of families broken by crime and addiction.
Reconstruct is also committed to the development
of a support process for fathers so they can better meet
the needs of their children. Reconstruct is not
only committed to bringing fathers home, but also dedicated
to the individual, their children and their community.
Reconstruct provides the relationship counseling and parenting
skills necessary for rebuilding the bridges and mending
the lives once broken by substance abuse and crime. (Donations
collected year-round at Ellenbecker Investment Group,
Inc., For more information please call Deb Lukovich
at 414.803.3229 ) |
Bottomless Closet (BCM): |
| BCM's goal is to assist women on their journey
to self-sufficiency. The gift of professional attire provided
by Bottomless Closet translates into heightened self-esteem
by ensuring that the interviewer focuses on the job seeker's
skills rather than her appearance. Volunteers collect
and distribute professional clothing and related items
that women need to present themselves in a professional
manner at interviews. This is accomplished by holding
clothing drives at companies, retail shops and professional
organizations. BCM then sorts the outfits and on an appointment
only basis gives coordinated outfits to low income women
who have been referred to the Bottomless Closet by pre-screened
agencies. Once employment is secured, BCM supplies additional
outfits to assist in the transition to the workplace.
There is no charge for this service. In 2002 Bottomless
Closet added a "Leaders of Tomorrow" series including
workshops on getting financially fit, debt management,
and many other useful topics. The Bottomless Closet also
accepts cash and stock donations. (Donations of gently
used professional clothes, accessories, briefcases, etc..are
collected year-round at Ellenbecker Investment Group,
Inc.) (Information taken from www.bottomlesscloset.org) |
| Food Pantry of Waukesha: |
The Food Pantry Provides emergency and surplus
food for individuals and families in need. The Waukesha
Food Pantry is able to accommodate individuals with special
dietary needs and individuals without cooking or refrigeration
facilities. Clients are eligible to receive emergency
food once every 14 days and surplus food once a month.
Food vouchers are also available. The Pantry tries to
assist, with diapers, children's birthday party items
and school supplies, and prescription and over-the-counter
medications (including nicotine patch kits when available).
Pantry items might include soup, vegetables, fruit, macaroni
and cheese, tuna and meat products, and baked beans. Additional
items might be available depending on donations. Baby
food is available at all times. Surplus items may include
peanut butter, juice, canned vegetables and beans, frozen
or canned meat, cereal and soup. (Donations are collected
year round at Ellenbecker Investment Group, Inc.) (Information
taken from www.mhawauk.org) |
| Karen's Business Involvement |
She is a member of IAFP (International Association
for Financial Planning), MMAC (Metropolitan Milwaukee
Association of Commerce), Small Business Executives, Global
Trends, CEO Roundtable, Brookfield Business Association,
Elm Grove Small Business Association, and is a graduate
of Future Milwaukee, an influential group of emerging
community leaders. She is also a participant in Future
Thinking, a three year personal development program for
individual leaders seriously committed to designing the
"second half of their lives" based on their gift and fulfillment. |
Karen's Community Involvement |
Karen is a supporter of Bottomless Closet,
Sojourner Truth House, Milwaukee Meta House, Lake Country
Young Lives and the Milwaukee Ballet. She has served on
the Board of Directors of the Alzheimer`s Association
of Southeastern Wisconsin, Board of St. Francis Children`s
Center and the Southwest YMCA. Believing it`s never too
young to start investing, Karen supports various local
youth groups, donates her time to discuss the importance
of financial independence to area high schools, and offers
a Young Investor`s Club for her clients' children. She
is the President and Founder of RECONSTRUCT, a two-year
recovery program dedicated to assisting fathers who have
been released from the criminal justice system. |
Karen's Personal Involvement |
She is a member of the board and Chairs the
Finance Committee for Unity West Church, founding member
of "Women Connected" whose mission is to bring women together
to educate and inspire them to contribute to the health
of our community through philanthropy. Karen is a graduate
of the Leadership Intensive Program, a powerful personal
development program for individuals and leaders who care
passionately about living and working a life of significance.
She is also a participant in Future Thinking, a three
year personal development program for individual leaders
seriously committed to designing the "second half of their
lives" based on their gift and fulfillment. She is the
founder of Gathering Faces a women's networking group,
past member of Tempo and Professional Dimensions. |
|
|