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:

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.

January 27, 2020

5:30p - 7:00p

Ellenbecker Investment Group

Kick Off Mtg: United Veterans Group

Hear how Guitars for Vets is helping reduce anxiety, increase self esteem and improve the lives of local veterans.

January 29, 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.

January 30, 2020

6:00p - 8:00p

EIG Education Center - Pewaukee Office

Investing 101 Seminar

This seminar is perfect for young professionals. We will talk about how to utilize your company's benefits for retirement and healthcare, tips on managing debt and a high level overview of investing in general. Hosted by EIG Wealth Advisors, Kristina Schnuckel, CFP® and Jamie Williams, CFP®.

February 5, 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 February is Renewable Energy.

February 13, 2020

1:00p - 3:00p

EIG Education Center - Pewaukee Office

Identity Theft Seminar (1)

Protecting your personal information is key to avoiding identity theft. Join us as Heather Deaton, CFP®, EIG Wealth Advisor, discusses how identity theft happens, what steps you can take if you become a victim of identity theft and how to better secure your private information.

February 13, 2020

6:00p - 8:00p

EIG Education Center - Pewaukee Office

Identity Theft Seminar (2)

Protecting your personal information is key to avoiding identity theft. Join us as Heather Deaton, CFP®, EIG Wealth Advisor, discusses how identity theft happens, what steps you can take if you become a victim of identity theft and how to better secure your private information.

February 18, 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 Acadia National Park!

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.

Event Registration