Available Speakers:

Karen Ellenbecker, President
Julie Ellenbecker Lipsky, Vice President Sales Manager, Lifetime Planning Financial Advisor

Available Topics:

We will combine topics or create a seminar for your group's individual and personalized needs. Below are some examples of past seminars and workshops.

How to Increase Income in a Low Interest Yielding Environment
Understanding a Whole-Life Approach to Investing
Common Myths of Investing
Getting Your Feet Wet in the Market Again
What to Give When You Don't Know What to Give: Gifting
How Not to Make Uncle Sam Your Biggest Beneficiary: Beneficiary Designations
Asset Allocation: How to Slice Your Pie
It is Not How Much You Have, It is How Much You Get to Keep: Estate and Tax Planning
Creating a Whole Life and a Healthy Legacy
Who Wants to be a Millionaire
Smart Money Moves for a Turbulent Market Climate
How to be a Successful Investor
How to be a Successful Young Investor
The Truth about Index Fund Investing
Effective Management of Assets
Education Funding Strategies
How to Generate More Retirement Income
When is Enough Enough?
Investing for Women
Lifetime Planning
A Family Affair: Investing With Your Family
7 Practical Ways to Teach Your Children About Investing
Smart Portfolio Strategies

Contact Information:

To schedule a seminar or workshop with either Karen or Julie, please contact Denise M. Belter denise@ellenbecker.com Marketing Coordinator, at Ellenbecker Investment Group, Inc, at (262) 938-9060