Broker Check
08 Feb
Understanding Your EIG Portfolio


Financial acronyms can often feel like alphabet soup! This seminar provides clarity on the elements that make up a financial portfolio and aims to bring confidence to your next planning meeting.

We'll provide a high level overview of investing options seen in many portfolios, including:
- investing types (stocks, bonds, mutual funds, ETFs);
- investment accounts (taxable, tax-deferred, after-tax);
-review of a sample consolidated asset summary report.

Hosted by EIG Wealth Advisor Jamie Williams, CFP®.

Zoom Webinar
Can't make it in person? The session will be live-streamed on Zoom and recorded.
Please sign up here for the Zoom webinar or recording.
*all in-person attendees will also receive the slides after the seminar.

Date and Time

Wed, Feb 08, 2023

3:00p - 4:30p CST


Ellenbecker Investment Group - Education Center

N35 W23877 Highfield Court
Suite 200
Pewaukee , WI 53072
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Event Registration