What’s New at AEGIS Financial

April 28th, 2023 | | AEGIScoop

Forbes 2023!

We are excited to announce that AEGIS Financial has been named a Best-In-State Wealth Advisor by Forbes Magazine for 2023!

This is the third year in a row that AEGIS Financial has been recognized!

AEGIS was the only firm in Oshkosh to make the list and the top firm in Appleton!

Team Member Spotlight – Sam Christie

Have you met Sam? Click on the video below to learn more about him and his role at AEGIS!

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 first In-Office Lunch and Learn will be held on Wednesday, August 16th, at our Oshkosh Location!

Not only are we offering this free at our Office, but we will also come to your business too! Our FREE Lunch & Learn Series includes a complimentary lunch and a presentation by our wealth managers to give employers or organizations 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!  

Calendar Changes

With Spring time comes new beginnings. At AEGIS Financial, we are currently working on implementing a new calendar system for scheduling appointments. We appreciate your patience as we work through this new system and appreciate your understanding if we have problems.

Please be advised that you may receive an email about an upcoming appointment you have scheduled with AEGIS; these appointments may have been recently scheduled or apply to future meetings. If you could go ahead and accept the invitation to those meetings, we would greatly appreciate it. Please ensure your email displays the correct time zone.

Also, stay tuned as this calendar will allow us to have Calendly, which will allow you to schedule your own appointments online in the near future.  We will notify you when this capability is available to you. 

If you have any questions regarding these updates or if an appointment does not correlate with your record, please contact Alyssa Doro – Client Experience Concierge.

Exciting News! AEGIS Documents to Become Automated and Esignable!

AEGIS is working hard to be more efficient not only for us but for you. In the near future, we will implement automated and E-signable documents to skip the hassle of dealing with physical documents and make our processes all the quicker! In addition, you will have the capability to utilize our automated forms both in Office and via email through multi-factor authentication.

Stay tuned for when this will be released!

Past Events

Quarter 2 Professional Development Day

On Wednesday, March 1st, we had our first quarter professional development day. This quarter we took a DISC Training assessment and learned about the different personalities on the team and what communications methods work best. After the training, we headed to the YMCA to play some kickball and other gym games!

2023 Economic Forecast Dinner

On Tuesday, February 28th, we had our 2023 Economic Forecast Dinner at the Best Western in Neenah. Clients were served a delicious meal and were able to get questions answered about what our outlook is for 2023 and the happenings and expectations for the market. President Bill Bowman gave a presentation, and then our wealth managers formed a panel to answer questions after.

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!

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