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:

September 17, 2019

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 Amsterdam.

September 18, 2019

5:30p - 7:00p

EIG Education Center - Pewaukee Office

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. Our September meeting topic will be about wills and trusts presented by Nancy Bonniwell, Attorney with von Briesen & Roper.

September 19, 2019

1:00p - 3:00p

EIG Education Center - Pewaukee Office

2019 Medicare Seminar (1)

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.

September 19, 2019

6:00p - 8:00p

EIG Education Center - Pewaukee Office

2019 Medicare Seminar (2)

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.

September 24, 2019

5:30p - 7:00p

EIG Education Center - Pewaukee Office

Love Where You Live Seminar

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.

September 26, 2019 - December 5, 2019

5:30p - 7:00p

EIG Education Center - Pewaukee Office

Women's Bible Study - Fall 2019

A six-session, video bible study following the book "Boundaries" by Dr. Henry Cloud and Dr. John Townsend. Please join us on the following dates: September 26, October 10, October 24, November 7, November 19, December 5.

October 2, 2019

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. Our topic for October is Fall Harvest.

October 22, 2019

3:00p - 5:00p

EIG Education Center - Pewaukee Office

How to Be a Snowbird

Join Anne Mank, CFP®, CPA, as she hosts this 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.

October 24, 2019

12:00p - 12:30p

EIG Group Travel: Discover South America

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.

October 29, 2019

4:00p - 6:00p

EIG Education Center - Pewaukee Office

2019 Tax Seminar

Sandra Geisler, CPA, Director of Tax Planning, will give updates to the tax laws and discuss how to optimize tax planning strategies for your portfolio.

November 7, 2019

3:00p - 5:00p

EIG Education Center - Pewaukee Office

2019 Social Security Seminar

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.

November 13, 2019

4:00p - 6:00p

EIG Education Center - Pewaukee Office

Staying Connected During Retirement

At this open house event, guests will have an opportunity to interact with representatives from many non-profit organizations and hear from retirees who found their encore career in retirement. Hosted by EIG Senior Wealth Advisor, Jean Range, CFP®.

Event Registration

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