Events
Upcoming Events
October 19, 2022
5:30p - 7:00p
Ellenbecker Investment Group - Education Center
Wisconsin Widows Connected: Home Maintenance
Learn quick fixes you can tackle yourself and tips for recurring maintenance to keep your home in tip-top shape. Gain an understanding of when to call a professional and what to look for when hiring one. Wisconsin Widows Connected is a social and educational group dedicated to helping support widows of all ages in creating a new normal. We meet the third Wednesday of every month.
October 26, 2022
3:00p - 4:30p
Ellenbecker Investment Group - Education Center
Smartphone Photography
Interested in capturing beautiful photos with your phone? Learn about apps, tricks and limitations for taking pictures and video using iPhone and Android smartphones. See live demonstrations of smartphone cameras features, plus discover digital storage and printing options.
Quarterly Charity: Rogers Behavioral Health
Each quarter, EIG identifies a charity to support and share with the community. The Q4-2022 organization selected is Rogers Behavioral Health. Curious to learn about their mission, impact and how you can get involved? Join us virtually over the lunch hour on Tuesday, November 1st to discover more about Rogers Behavioral Health. (Virtual Only)
November 9, 2022
3:00p - 4:30p
EIG Education Center - Pewaukee Office
Tax Planning Seminar
Understand the latest tax updates and how to optimize tax planning strategies for your portfolio from Sandra Geisler, CPA, Director of Tax Planning at EIG. As we approach year-end, we will discuss how to prepare for the upcoming tax season to eliminate any surprises and what may be changing for 2023 and beyond.
Past Events
October 5, 2022
10:00a - 11:30a
Ellenbecker Investment Group - Education Center
EIG Technology Training (Client Workshop)
As an Ellenbecker client, you can access your accounts through different online portals – let us show you how! In this client workshop, we review how to access EIG accounts online, where to find electronic quarterly reports, how to communicate with your EIG Client Care Team via secure email and how to stay informed of all that goes on at EIG. Following the presentation, EIG staff will be available to walk you through these online applications* and answer any questions you may have. You’re encouraged to bring your laptop and follow along (please have your account login information available). *This event is dedicated to current clients of Ellenbecker Investment Group. Online applications include TD Ameritrade, EIG Total View Portal and Intuit Tax Portal. The EIG Technology Training will be hosted in-person at our Pewaukee office. Choose from two event times: 10 am or 3 pm