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:
Upcoming Events
January 7, 2020 - June 9, 2020
1:00p - 2:00p
Webinar Series
Savvy Money Habits Webinar Series
Ellenbecker Investment Group invites its clients, including their friends and family, to join us for the Savvy Money Habits webinar series throughout 2020. The complimentary series focuses on personal finance from a lifestyle perspective, helping you to build a strong financial foundation while enjoying the journey, by showing you how to be purposeful with where you spend your time and money. It focuses on everything from savvy money habits to smart spending on Travel, Clothes, Dining and More. Presented by: Melissa Tosetti & Kevin Gibbons, Authors of the international bestseller Living the Savvy Life.
February 24, 2020
5:30p - 7:00p
Ellenbecker Investment Group
United Veterans Group
We invite veterans and their family members or friends to join us monthly as we feature important topics such as benefits, financial planning and ways to give back to the veteran community. Jeff Ellenbecker, a United States Army veteran, will host this special interest group along with speakers to discuss various topics. February topic is estate planning for veterans.
February 26, 2020 - April 22, 2020
5:30p - 7:00p
EIG Education Center - Pewaukee Office
Women's Bible Study - Spring 2020
A seven-session, video bible study following the book "Psalm 23" by Jennifer Rothschild. Hosted by EIG Director of Community Outreach, Jill Economou. Please join us on the following dates: January 29, February 12, February 26, March 11, March 25, April 8, April 22.
March 3, 2020
3:00p - 5:00p
EIG Education Center - Pewaukee Office
Preparing to Downsize
Sorting through belongings that you have had for many years can seem overwhelming. The thought of buying and selling a home on top of that can seem like a daunting task. Join us as Anne Mank, CFP®, CPA, gives us tips on how to downsize. Learn how to break down this project into bite size pieces and how to change a "having to get rid of" mindset to a "joy of paying it forward" one!
March 4, 2020
5:30p - 7:00p
EIG Education Center - Pewaukee Office
Sustainable Living
Join us monthly as we learn more about the buzzwords and general philosophy of sustainability, plus realistic ways to reduce your impact while enjoying life. Hosted by EIG Wealth Advisor, Heather Deaton, CFP®. Our topic for March is Truths and Myths of Organics.
March 12, 2020
1:00p - 3:00p
EIG Education Center - Pewaukee Office
Living Your Digital Life Seminar (1)
If you want to reduce your paper files or want to be more organized and secure while going paperless, join us as we discuss record keeping and protecting your privacy online. In this session, you’ll learn tips and best practices on how to organize your digital documents, online accounts, passwords, social media and more. Hosted by Heather Deaton, CFP®, EIG Wealth Advisor.
March 12, 2020
6:00p - 8:00p
EIG Education Center - Pewaukee Office
Living Your Digital Life Seminar (2)
If you want to reduce your paper files or want to be more organized and secure while going paperless, join us as we discuss record keeping and protecting your privacy online. In this session, you’ll learn tips and best practices on how to organize your digital documents, online accounts, passwords, social media and more. Hosted by Heather Deaton, CFP®, EIG Wealth Advisor.
March 17, 2020
3:00p - 5:00p
EIG Education Center - Pewaukee Office
Armchair Travelers
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 our destination is Croatia!
March 18, 2020
5:30p - 7:00p
Ellenbecker Investment Group
Wisconsin Widows Connected
Wisconsin Widows Connected is a social and educational group dedicated to helping support widows of all ages in creating a new normal. March topic is Medicare presented by Nancy Towle, Licensed Insurance Agent with HealthMarkets.
April 28, 2020 - May 4, 2020
8:00a - 11:00p
EIG Education Center - Pewaukee Office
EIG Group Travel - Iceland 2020
Our 2020 EIG group travel experience is "Taste of Iceland". Diane Byrne, CFP®, EIG Senior Wealth Advisor will host this trip departing April 28, 2020.