Broker Check

Events

Education is at the root of what we do. There are many factors that can contribute and detract from one’s portfolio. We invite not just our clients, but our community to the following seminars in 2016:

 

Preparing for College

May 24, 2017

6:00p - 8:00p Central Standard Time

EIG Education Center - Pewaukee Office

Julie Ellenbecker-Lipsky, CFP® will host this informational event for you and your college-bound student. A panel of speakers will address important topics including, financial responsibility, estate planning & legal considerations, personal safety, health & nutrition and drug & alcohol awareness. If you have a high school senior going to college this fall, don’t miss this event!

 

Senior Care: Knowing Your Options

June 20, 2017

1:00p - 3:00p Central Standard Time

EIG Education Center - Pewaukee Office

Julie Ellenbecker-Lipsky, CFP® will host a discussion with Adele Lund from the Laureate Group and Diane Gastrow from Ellenbecker Investment Group. Adele will discuss the different types of senior care facilities available, specific levels of care models and when to start exploring these options. Diane Gastrow will also describe how life insurance and long term care insurance policies can support and influence senior care decisions.

 

Armchair Travelers

June 22, 2017

3:00p - 5:00p Central Standard Time

EIG Education Center - Pewaukee Office

Not able to visit all the destinations on your bucket list? Join this curious group of travelers looking to experience other cultures and adventure from the comfort of our Education Center in Pewaukee. Diane Byrne, CFP® will host guest speakers to present and discuss various destinations they have visited including the culture, music, cuisine, people and traditions. A few of the locations planned include Spain & Portugal, Cuba, Alaska and Ireland. Participants will receive a personalized passport and a virtual stamp for each destination.

 

How to Be a Snowbird

August 22, 2017

3:00p - 5:00p Central Standard Time

EIG Education Center - Pewaukee Office

Join Julie Ellenbecker-Lipsky, CFP® and Karen Ellenbecker as they share tips on how to successfully be a snowbird. They’ll address financial, real estate and family considerations to successfully escape Wisconsin winters. Karen will also share what she has learned from her experience as she defines a non-traditional retirement.

Event Registration

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