What’s Happening at AEGIS Financial
Exciting News! AEGIS Documents to Become Automated and Esignable!
We are introducing some automated and E-signable documents to eliminate the hassle of dealing with physical documents and to speed up our procedures. Please check your email on a regular basis if you know of any forms or signatures that we may need. If you have any questions on how to sign or submit form please contact your relationship manager at our office (920) 233-4650.
New Website!
We are excited to announce the launch of our new and enhanced website! After months of hard work and dedication, we are thrilled to introduce a fresh and user-friendly online experience. You can explore the website straight from this blog post or go to our homepage by clicking HERE.
Past Events
Quarter 3 Professional Development Day
On Thursday, November 2nd, we had our third quarter professional development day. This quarter, we had our annual compliance meeting and did some team building at the Glow in the Park mini-golf! Check out some pictures below!
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Annual Veterans Breakfast
On Wednesday, November 8th AEGIS hosted our third annual Veterans Breakfast in honor of Veterans Day. The event was held at the Military Veterans Museum in Oshkosh and included a presentation of colors, the National Anthem sang by our own Courtney Deitte, and guest speaker Colonel Timothy Cody. Thank you to all who attended the event and a big thanks to all of those who have served and continue to serve.
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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.
Team Member Spotlight – Chris Otte
Have you met Chris? Click HERE to learn more about her and her 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! (insert most recent market update)