Broker Check
20 Sept
Client Workshop: Schwab Technology Training 3pm


Afternoon workshop - - at capacity. Contact

As TD Ameritrade transitions to Schwab this fall, we're committed to providing a seamless experience for EIG clients. In this workshop, EIG clients will see all the tools that Schwab has to offer on its web interface. Receive 1:1 assistance and get your questions answered in this small group setting. 

Following the presentation, EIG staff will be available to assist with setting up your Schwab Alliance login credentials. Please bring your laptop.

This event is dedicated to current clients of Ellenbecker Investment Group.

>>EIG has moved! This event is hosted at the *new* home of EIG

Ellenbecker Investment Group

Date and Time

Wed, Sep 20, 2023

3:00p - 4:30p CST


*New Office* Ellenbecker Investment Group

N21 W23350 Ridgeview Parkway
Waukesha , WI 53188


We moved! Find our new office just 7 minutes south of our previous location.

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Event Registration