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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:


Armchair Travelers

June 19, 2018

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. This month we will be learning about Colonial Williamsburg!


Family Wealth Series Part 3: Ages 21+

June 26, 2018

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

EIG Education Center - Pewaukee Office

A three-part series focusing on how we speak with children about money at various ages hosted by Anne Mank, CPA and Julie Ellenbecker-Lipsky, CFP®. Part 3 will talk about "Investing 101" (ages 21+) and how to utilize your company's benefits for retirement and healthcare, tips on managing debt and a high level overview of investing in general.

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