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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

December 2, 2020

5:30p - 7:00p


Sustainable Living Virtual Meeting

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® CSRIC™. Our December topic will be sustainable gifting and giving back! Join us via Zoom!

December 10, 2020

1:00p - 2:30p

GoToMeeting Webinar

2020 Social Security Webinar

Presented by: EIG Senior Wealth Advisor, Jean Range, CFP® & Elida Elizondo, Public Affairs Specialist with the Social Security Administration Join us virtually as we bring clarity to Social Security topics that can often seem overwhelming. Learn how your benefit is determined, tips on when to start receiving them, how Medicare is connected and more! Even if you have attended in the past, you are encouraged to attend again as regulations change year to year. Guest are welcome!

January 26, 2021

6:00p - 8:00p

EIG Education Center - Pewaukee Office

Managing Finances through Mental Health or Addiction Crisis Seminar

Managing finances is challenging enough but managing finances through a mental health or addiction crisis can be downright paralyzing. Join us to learn what steps can be taken to minimize financial risks and protect you and your family while navigating a behavioral health challenge. Presented by: Julie Ellenbecker-Lipsky, CFP®, CDFA™, EIG President & Senior Wealth Advisor.

Past Events

November 18, 2020

5:30p - 6:30p


Wisconsin Widows Connected Virtual Meeting

Wisconsin Widows Connected is a social and educational group dedicated to helping support widows of all ages in creating a new normal. Our November topic is Gratitude!

Event Registration