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:
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 to tour a variety of RVs, enjoy live music and camping food and beverages. Hosted by Diane Byrne, CFP®, EIG Senior Wealth Advisor and Julie Ellenbecker-Lipsky, CFP®, EIG President and Senior Wealth Advisor. We will host this event rain or shine!
Sustainable Living Kickoff - Investing
September 4, 2019
5:30p - 7:00p Central Standard Time
EIG Education Center - Pewaukee Office
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 kickoff meeting will discuss sustainable investing.
Vision Board Seminar
September 12, 2019
3:00p - 5:00p Central Standard Time
EIG Education Center - Pewaukee Office
Create your personalized Vision Board made up of a collage of photos representing what is important to you during retirement. Hosted by Jean Range, CFP®, EIG Senior Wealth Advisor. Supplies and refreshments will be provided. Guests are welcome.
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.
How to Be a Snowbird
October 22, 2019
3:00p - 5:00p Central Standard Time
EIG Education Center - Pewaukee Office
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.
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.
Staying Connected During Retirement
November 13, 2019
4:00p - 6:00p Central Standard Time
EIG Education Center - Pewaukee Office
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®.