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:

 

Wisconsin Widows Connected

August 16, 2017

5:30p - 7:00p Central Standard Time

EIG Education Center - Pewaukee Office

Topic: Wills and Trusts Speaker: Attorney Nancy Bonniwell, von Briesen & Roper

 

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.

 

Armchair Travelers

August 23, 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. This month we will be visiting Germany!

 

Generations Book Club

September 19, 2017

5:30p - 7:00p Central Standard Time

EIG Education Center - Pewaukee Office

This new book club is a wonderful opportunity for you to share your love of reading with your favorite student. This month, join EIG Wealth Advisor Associate, Heather Deaton, as she leads a book discussion for middle school students and their parent or grandparent. All are welcome. Refreshments will be provided.

 

2017 Medicare Seminar (1)

September 26, 2017

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

EIG Education Center - Pewaukee Office

Presented by: EIG Wealth Advisor, Jean Range, CFP® and HealthMarkets Insurance Agency. Refreshments will be provided. Guests are welcome.

 

2017 Medicare Seminar (2)

September 26, 2017

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

EIG Education Center - Pewaukee Office

Presented by: EIG Wealth Advisor, Jean Range, CFP® and HealthMarkets Insurance Agency. Refreshments will be provided. Guests are welcome.

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