Events
Upcoming Events
April 18, 2024
5:30p - 7:00p
Ellenbecker Investment Group
Retirement Readiness: Set Yourself Up for Financial Success
Are you ready for retirement? Investing and planning is vastly different today than it has been for past generations. Join us to discover your personal retirement timeline and prepare yourself for a successful retirement launch. This educational presentation is intended for those at various stages of pre-retirement who desire to financially prepare but are unsure where to begin. We're joined by Jeremy Ellis, CFA, portfolio manager/analyst at Campbell Newman Asset Management, who reviews current market conditions plus EIG Wealth Advisors Ryan Lundeen, CFP®, CIMA®, and Jamie Williams, CFP®, offer education and important considerations as you develop your personal retirement timeline. (click to read more)
Field Trip: Burial Traditions of Forest Home Cemetery
Discover the rich history of Forest Home Cemetery & Arboretum on an exclusive tour with Ellenbecker Investment Group. Participants will join a 1.5-mile guided walking tour through part of the 200-acre grounds and learn about burial trends over time, including the evolution of green burials, burial traditions of various cultures, and current burial trends. This seminar is open to the public and guests are encouraged! Space is limited, sign up your group today.
May 29, 2024
5:30p - 7:00p
Ellenbecker Investment Group
Life After Work
Find inspiration from a panel of thriving retirees. How do you transition from full-time career to full-time retirement? You may wonder: “What will I do with my time?" The exciting part of retirement planning is you can “create” a new you and retire to something that fulfills all your passions and interests. In this interactive session, EIG Senior Wealth Advisor Jean Range, CFP®, facilitates a panel discussion with retirees who have fully embraced their retirement identity. Panelists offer their perspectives, successes, and challenges of their unique retirement journey. Audience questions are encouraged!
June 1, 2024
9:00a - 12:00p
American Transmission Company Parking Lot (neighboring business to EIG)
Shredding & Recycling Day 2024
Ellenbecker Investment Group's annual shredding and recycling collection will offer on-site paper shredding, electronics recycling and eyeglasses/hearing aid donations. Stop by for this drive-through event on Saturday, June 1 between 9 am and Noon. *Limit 3 file boxes of paper per vehicle. Click to view accepted and unaccepted items.
September 5, 2024
4:00p - 7:30p
Ellenbecker Investment Group
Veterans Appreciation Event 2024
The Veterans Appreciation Event showcases local organizations that provide services to veterans in effort to bring awareness of the wonderful work they do for our community. Guests can learn about these organizations and how to best provide support, from monetary donations to volunteering to awareness and beyond. This event is open to the public; both veterans and those who appreciate them are encouraged to attend. All will enjoy food, beverages, dessert, live music from Shag, an honor ceremony, plus a chance to win prizes after visiting all exhibitor booths.