Broker Check
18 April
Retirement Readiness: Set Yourself Up for Financial Success


Are you ready for retirement?

Investing and planning is vastly different today than it has been for past generations. Join us to discover your personal retirement timeline and prepare yourself for a successful retirement launch. This educational presentation is intended for those at various stages of pre-retirement who desire to financially prepare but are unsure where to begin.

We're joined by Jeremy Ellis, CFA, portfolio manager/analyst at Campbell Newman Asset Management, who reviews current market conditions, markets and election years, the interest rate environment and Artificial Intelligence (AI) Investing.

EIG Wealth Advisors Ryan Lundeen, CFP®, CIMA®, and Jamie Williams, CFP®, offer education and important considerations as you develop your personal retirement timeline. You will learn:

  • factors to consider beyond your investment portfolio, such as estate planning, tax considerations, health insurance, and emergency funds.
  • targeted ideas and concepts to consider at various stages of pre-retirement.
  • talking points for starting a financial conversation with your family.

Leave confidently with the resources to begin developing a financial retirement plan that’s best for you.

Hosted at Ellenbecker Investment Group by EIG Wealth Advisors, Ryan Lundeen, CFP®, CIMA®, and Jamie Williams, CFP®. Refreshments provided. Participants are encouraged to bring a friend or neighbor for this educational presentation.

Date and Time

Thu, Apr 18, 2024

5:30p - 7:00p CST


Ellenbecker Investment Group

N21 W23350 Ridgeview Parkway
Waukesha , WI 53188
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