Events
Upcoming Events
Virtual Townhall – State of the Market
Ellenbecker Investment Group presents a state of the market virtual townhall meeting via Zoom on Friday, June 3 at 2 pm.
June 4, 2022
9:00a - 12:00p
Ellenbecker Investment Group - Education Center
Shred Day
Ellenbecker Investment Group's annual shredding and recycling event will offer on-site paper shredding, electronics recycling and eyeglass/hearing aid donations.
Career Day
Ellenbecker Investment Group is hosting a Career Day on June 29 from 9 am - 3 pm for high school seniors and college students to learn more about the financial planning industry. Students will learn what it’s like to work at EIG and how to land a career in the industry. EIG employees in various roles will share insights on their personal career journeys, what they love most about their path and words of wisdom from their own experience. Lunch and refreshments will be provided. Seating is limited. High school seniors and college students are encouraged to share with their classmates and RSVP to attend together!
August 4, 2022
4:00p - 8:00p
Ellenbecker Investment Group - Education Center
RV Travel Show
Join us in the parking lot of our Pewaukee office to tour a variety of RVs and discover life on the open road! Friends of EIG will share their campers, trailers, and motorhomes for you to tour while enjoying food, beverages, live music, and backyard games.
September 1, 2022
4:00p - 8:00p
Ellenbecker Investment Group - Education Center
Veterans Appreciation Event
We invite veterans, their family members and the community to join us for an outdoor appreciation event at EIG. Representatives from a variety of veteran organizations will join us while we enjoy food, beverages, live music, and backyard games. Stop by for an evening of fun and fellowship!
Past Events
May 24, 2022
5:30p - 7:00p
Ellenbecker Investment Group - Education Center
Trustee Training
Have you named a loved one as executor of your will or trustee on your revocable living trust? Are they aware and do they understand the responsibilities of their role? Now, when everyone is together, is the best time to plan and prepare for your legacy. Join us to discover the importance of communicating responsibilities and educating all generations on how to be prepared. Presenters include Phil Remmers, Attorney at Cramer, Multhauf & Hammes, LLP and Anne Mank, CFP, CPA, IHC, Wealth Advisor at Ellenbecker Investment Group. We encourage you to invite your executors and trustees to join you at this seminar.
May 12, 2022
6:00p - 8:00p
Ruby Tap
Women, Wine & Wealth
Are you seeking cultured conversation and an encouraging network of supportive women? Women, Wine & Wealth is a mastermind network of female business owners, professionals and investors who discuss ways to grow their wealth over wine. We share resources, discuss the impacts of current events on investments and look for ways to do more with our finances. This small group meets bi-monthly; reserve your spot for the first discussion on May 12 at Ruby Tap in Wauwatosa to share a glass of wine and friendly financial conversation. Registration is $15 for two people and your first glass of wine is included.
May 11, 2022
5:30p - 7:00p
Virtual
Financial Planning Through an Addiction or Mental Health Crisis
There is a cycle of financial distress arising from mental illness and addiction. May is Mental Health Awareness Month and this seminar addresses how proactive financial planning and a team of financial professionals can help you navigate protecting yourself and your loved ones financially when experiencing a mental health crisis.
May 5, 2022
12:00p - 1:00p
Virtual Zoom Event
Inspired Wealth: Money Mindset - Virtual Summit
How many times have you turned to friends or family for advice when you need help? But when it comes to money, you should really turn to an expert. Learn from three unique experts as they share their knowledge about how to live a life that is abundant and free from anxiety about money.
May 4, 2022
4:00p - 5:30p
Ellenbecker Investment Group - Education Center
Green Thumb Seed & Soil Workshop
Calling all gardeners and aspiring green thumbs! We’re digging into the basis of gardening - seeds and soil - with Alec LePoidevin of Fresh Roots and Shea Zastro of Everything Grows LLC. Join us for their presentation and a hands-on gardening experience where participants get their hands dirty and leave with something to grow at home. Presentation to cover types of gardens, soil composition and sustainable upkeep.
April 27, 2022
12:00p - 1:30p
Ellenbecker Investment Group - Education Center
EIG Technology Training (Client Workshop)
As an Ellenbecker client, you can access your accounts through different online portals – let us show you how! In this client workshop, we review how to access EIG accounts online, where to find electronic quarterly reports, how to communicate with your EIG Client Care Team via secure email and how to stay informed of all that goes on at EIG. Following the presentation, EIG staff will be available to walk you through these online applications* and answer any questions you may have. You’re encouraged to bring your laptop and follow along (please have your account login information available). *This event is dedicated to current clients of Ellenbecker Investment Group. Online applications include TD Ameritrade, EIG Total View Portal and Intuit Tax Portal. The EIG Technology Training will be hosted in-person at our Pewaukee office. Choose from two event times: Noon or 5:30 pm
April 23, 2022
9:00a - 12:00p
Bluemound Road & Target Drive (Near the Brookfield Target & Trader Joe's)
Earth Month Volunteer Opportunity
April is Earth Month and we're joining the Milwaukee Riverkeeper Spring Cleanup efforts to tackle pollution and restore local rivers. Bring your family and friends and join the EIG team for this Earth Month effort to beautify our local community. Our assigned site is centrally located on the border of Wauwatosa, Elm Grove, and Brookfield near the Target on Bluemound Road for clean-up along the Oak Leaf & Hank Aaron Trails.
April 23 - April 29, 2022
12:00a - 12:00p
EIG Group Travel: Taste of Iceland
EIG Group Travel - Iceland 2022
Our 2022 EIG group travel experience is "Taste of Iceland". Take this Iceland tour and discover the spellbinding native culture, history and natural beauty. Departing April 23, 2022.
April 20, 2022
5:30p - 7:00p
Ellenbecker Investment Group - Education Center
Wisconsin Widows Connected: Health & Wellness
In April we will be joined by Judy Hahn, functional medicine wellness coach and founder of Hahn Holistic Health, to discuss how implementing self-care slows the aging process. With her training and life experience, Judy provides simple, actionable steps you can start taking today. Bring a friend and join us in-person at our Pewaukee office for Judy’s educational presentation with a social to follow. Wisconsin Widows Connected is a social and educational group dedicated to helping support widows of all ages in creating a new normal. We meet the third Wednesday of every month.
April 19, 2022
3:00p - 4:30p
Ellenbecker Investment Group - Education Center
Inspire Retirement: Discovering National Parks
Not able to visit all the destinations on your bucket list? If you’re looking to discover the outdoor adventures in America, join us as we explore the U.S. National Parks from the comfort of our Education Center in Pewaukee. Guest speakers will present and share stories of various parks they have visited, wildlife they encountered, and the natural beauty waiting for us that’s just a road trip away.
April 13, 2022
5:30p - 7:00p
Ellenbecker Investment Group - Education Center
Preparing to Launch Your Career
Recent and soon-to-be college graduates – this is for you! Join Anne Mank, CPA, CFP®, EIG Wealth Advisor, for a seminar specifically for those entering the workforce to understand the financial benefits offered at their first job. We will discuss 401(k) retirement plans, life insurance, savings, and student loan debt. Anne makes it easy to understand and fun by pairing each topic with a beverage. Beer flights (21+) and refreshments will be served. Bring a friend and learn about the financial steps you can begin to take right now.
March 16, 2022
5:30p - 7:00p
Ellenbecker Investment Group - Education Center
Wisconsin Widows Connected: Second Soulmate
This month we’ll hear from Michaela Bosquet Lambert, a dating coach who specializes in helping widows find a soul-aligned partner. She is a widow herself who is now happily married to her second soulmate. Michaela believes “you deserve a partner who aligns perfectly with you emotionally, intellectually, physically and spiritually and you have the power to create and attract amazing love into your life!”
March 15, 2022
3:00p - 4:30p
Ellenbecker Investment Group - Education Center
Volunteering in Retirement
Learn how volunteering in retirement positively benefits your physical and mental health, contributes to the greater good, and brings a smile to others. Volunteering allows you to give back to the community on your own schedule and contribute to making a difference locally. Our speakers from Aurora Healthcare; Jill Economou, EIG Director of Community Outreach; and Jamie Williams, CFP®, EIG Wealth Advisor, share local volunteer opportunities where you can make a difference.
March 7, 2022
12:00p - 1:00p
Ellenbecker Investment Group - Education Center
Social Security: Retirement Benefits
Join us 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 benefits, how Medicare is connected, spousal benefits and survivor benefits. Even if you attended a previous presentation, you are encouraged to join us again as regulations change year to year. This event is open to the public so bring your spouse, family or a neighbor who is planning for this stage of life. Please register here... Two times offered!
March 2, 2022
4:00p - 5:30p
EIG Education Center - Pewaukee Office
Beyond Bookworms: Local Libraries & Used Books
Donating and purchasing used books is not only a “green” effort but also one of the many sustainable resources a public library provides to the community. Join us to hear Nan Champe, Director of the Pewaukee Public Library, share how libraries are a sustainable - and free! - resource in your local community.
February 24, 2022
3:00p - 5:00p
Zoom
The Future of Finance
Join Director of Wealth Coaching, Anne Mank, CFP®, CPA as she discusses the future of finance. A lot has changed in the financial world over the last few years and it has developed a lot of buzz words like Bitcoin, crypto, NFT and blockchain. Through easy to understand stories and analogies, Anne will help you gain a better understanding of these terms.
February 16, 2022
12:00p - 1:00p
Zoom
Senior Fraud & Scams
In cooperation with the ERAS Senior Network, EIG will host a learning opportunity for seniors to help them become better equipped to recognize and respond to senior scams. We will discuss scams involving emails, Medicare, investments, legal and charities. This seminar is for all ages so tell your friends and family members!
February 15, 2022
3:00p - 4:30p
Zoom
Inspire Retirement: How to be a Snowbird 2.0
Join us for a presentation and panel discussion with individuals that currently spend their winters in warmer climates. They will address financial, real estate and family considerations to successfully escape Wisconsin winters. Guests are welcome.