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:

 

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.

 

EIG Group Travel: Discover South America

October 24, 2019

12:00p - 12:30p Central Standard Time

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.

Event Registration

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