Past Events
Quarter 2 Professional Development Day
On Wednesday, June 14th, we had our second quarter professional development day. This quarter we continued our DISC Training at Fox Valley Tech and learned how to communicate for better results. Afterward, we headed to Badger Sports Park to play some Putt-Putt with a twist; check out the pictures!
Making Appointments Online
Attention all valued clients! Starting August 1, 2023, you will have the convenient option to schedule your investment portfolio reviews online. Keep an eye out for an email that will include the link to schedule your appointment yourself. Act fast if you require immediate assistance.
We appreciate your patience and understanding as we move to our online platform. As always, if you have any questions or concerns, please contact us. We are more than happy to help.
Lunch & Learn Educational Series!
Will I have enough to retire? How will I replace my paycheck? Should I take Social Security early or wait until full retirement age? How will I minimize taxes and protect my benefits? Will my money last? Do you know of anyone asking these questions? We can help!
Our Lunch and Learn series will kick off on Wednesday, August 16th, at the Oshkosh Chamber of Commerce!
We will continue the series at the Chamber on September 19th and October 12th.
Not only are we offering this series for free, but we can present these topics and more right at your office! Our FREE Lunch & Learn Series includes a complimentary lunch and a presentation by our wealth managers to give employers or organizations information on any of the following categories or any other topic upon request.
- Retirement Planning
- Long-Term Care
- Social Security
- Charitable Giving Strategies
- Roth Conversions to Reduce Taxes Over a Lifetime
Contact us at marketing@aegis4me.com to book a FREE Lunch & Learn Session today!
Exciting News! AEGIS Documents to Become Automated and Esignable!
At AEGIS, we are always striving to enhance our efficiency for our customers and ourselves. In the near future, we will be introducing automated and E-signable documents to eliminate the hassle of dealing with physical documents and speed up our procedures. Additionally, we provide automated forms that can be accessed on our website, via email, and in Office, with multi-factor authentication to guarantee security. Stay tuned for the release date of these exciting new features!
New Website Coming Soon!
We are currently working with another website developer to give our website a fresh and new look! This update will make our website more user-friendly with a modern look and clear and concise web pages. We plan to go live before the end of August at our current domain, aegis4me.com. Stay tuned to find out when we go live!
Team Member Spotlight – Mike Villeneuve
Have you met Mike? Click on the video below to learn more about him and his role at AEGIS!
Social Media:
Visit us on our Facebook page, “AEGIS Financial,” and find out what’s happening around the office! We will be posting frequently with birthdays and important events for our team members as well as sharing some helpful articles that could help you with your finances!
Market Update Videos!
Bill Bowman, CPA, and Brian Rogers, CFP, frequently share the Investment Committee’s insights on the market and economy. These videos are emailed to you and available on our YouTube Channel, “AEGIS Financial,” and our Facebook and LinkedIn pages! Be sure to like and subscribe!