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:
Armchair Travelers
June 18, 2019
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 our destination is Tuscany!
Wisconsin Widows Connected
June 19, 2019
5:30p - 7:00p Central Standard Time
EIG Education Center - Pewaukee Office
Wisconsin Widows Connected is a social and educational group dedicated to helping support widows of all ages in creating a new normal. Our June meeting will be a social in our EIG Education Center.
Tidying Up Your Finances Seminar
June 26, 2019
4:00p - 6:00p Central Standard Time
EIG Education Center - Pewaukee Office
Join Anne Mank, CFP®, CPA, EIG Wealth Advisor as she gives tips on personal finance and how to stay organized. Guests are welcome. Refreshments will be provided.
Inspire Retirement RV Travel Show
July 25, 2019
4:00p - 8:00p Central Standard Time
Pewaukee Office Parking Lot
Join us in our Pewaukee office parking lot for RV tours, music and refreshments. Hosted by Diane Byrne, CFP®, EIG Senior Wealth Advisor and Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor. More details to come.
2019 Medicare Seminar (1)
September 19, 2019
1:00p - 3:00p Central Standard Time
EIG Education Center - Pewaukee Office
Presented by: EIG Senior Wealth Advisor, Jean Range, CFP® and Jim Larson, Independent Insurance Agent with HealthMarkets Insurance Agency. Refreshments will be provided. Guests are welcome.
2019 Medicare Seminar (2)
September 19, 2019
6:00p - 8:00p Central Standard Time
EIG Education Center - Pewaukee Office
Presented by: EIG Senior Wealth Advisor, Jean Range, CFP® and Jim Larson, Independent Insurance Agent from HealthMarkets Insurance Agency. Refreshments will be provided. Guests are welcome.
Love Where You Live Seminar
September 24, 2019
5:30p - 7:00p Central Standard Time
EIG Education Center - Pewaukee Office
Join us to learn how to create a plan and get the support needed to maintain independence as you age. Hosted by Diane Byrne, CFP®, EIG Senior Wealth Advisor and Diane Gastrow, EIG Director of Insurance Planning. Presented by Synergy Home Care. Guests are welcome. Refreshments will be provided.
Join us for our 2019 EIG group travel experience - "Discover South America: Chile, Argentina and Uruguay" - Chile: Santiago, Puerto Varas, Patagonian Lakes. Argentina: Bariloche, Buenos Aires. Uruguay: Montevideo, Colonia del Sacramento.
2019 Social Security Seminar
November 7, 2019
3:00p - 5:00p Central Standard Time
EIG Education Center - Pewaukee Office
Presented by: EIG Senior Wealth Advisor, Jean Range, CFP® and Megan Forristall, Public Affairs Specialist with the Social Security Administration. Refreshments will be provided. Guests are welcome.