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:
December 2, 2020
5:30p - 7:00p
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® CSRIC™. Our December topic will be sustainable gifting and giving back! Join us via Zoom!
December 10, 2020
1:00p - 2:30p
Presented by: EIG Senior Wealth Advisor, Jean Range, CFP® & Elida Elizondo, Public Affairs Specialist with the Social Security Administration Join us virtually as we bring clarity to Social Security topics that can often seem overwhelming. Learn how your benefit is determined, tips on when to start receiving them, how Medicare is connected and more! Even if you have attended in the past, you are encouraged to attend again as regulations change year to year. Guest are welcome!
January 26, 2021
6:00p - 8:00p
EIG Education Center - Pewaukee Office
Managing finances is challenging enough but managing finances through a mental health or addiction crisis can be downright paralyzing. Join us to learn what steps can be taken to minimize financial risks and protect you and your family while navigating a behavioral health challenge. Presented by: Julie Ellenbecker-Lipsky, CFP®, CDFA™, EIG President & Senior Wealth Advisor.
November 18, 2020
5:30p - 6:30p
Wisconsin Widows Connected is a social and educational group dedicated to helping support widows of all ages in creating a new normal. Our November topic is Gratitude!