What’s New at AEGIS Financial? | AEGIScoop

November 4th, 2022 | | AEGIScoop

What’s New with the Team!

Congratulations to Mr. & Mrs. Deitte!

We are pleased to announce that our Marketing Coordinator Courtney Deitte got married on August 13th at the Medina Wedding Chapel in Appleton. After the ceremony, the two celebrated with close family and friends followed by a big reception at a later date.

We look forward to seeing Jacob and Courtney begin their lives together. We pray for a blessed marriage and for a lifetime of happiness.

Events

Quarter 3 Professional Development Day – October 25, 2022

For this quarter’s professional development day, our team trained on our new contact management system as well as completed a course for CPR/AED Training. After that, the team went out for lunch and went to Escape Room Wisconsin – Appleton! There, we were able to grow our teamwork skills and have some fun along the way. See the pictures below!

Veterans Day – November 11, 2022

Join us for breakfast to honor our veterans, this veteran’s day, Friday, November 11th at the Oshkosh Veterans Museum! We will have a presentation of colors, the national anthem sung by Valley Christian Choir, and Vietnam Veteran and Driver of “Brutus” Roger Blink give a presentation. Spots are limited, so reserve your spot today. For more details check out the invite below or call (920) 233-4650 to RSVP today!  We hope you can join us in paying tribute to all those who have served and continue to serve.

We are Hiring!

Do you know of somebody who would like to join our growing team at AEGIS Financial? We are currently hiring a Relationship Manager and a Wealth Manager full time to join us!  Want to know more or apply? Click HERE.

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” as well as our Facebook and LinkedIn pages! Be sure to like and subscribe!

Financial Planning Educational Video Series!

Do you have questions about your accounts? Are you not sure what different types of investments are or how they work? Then this educational series is the perfect thing for you! We are continuing our educational series of short 1-2 minutes videos hitting on questions and topics that our clients frequently have. Follow us on Facebook, LinkedIn, or YouTube to stay up to date with the latest videos in the series! Click on the image below to watch our most recent video in the series!

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!

We are now offering FREE Lunch & Learn Presentations! With a complimentary lunch, we will provide you with a presentation on any of the following categories or by special request!

  • Retirement Planning
  • Long-Term Care
  • Social Security
  • Charitable Giving Strategies
  • Roth conversions to Reduce Taxes Over Lifetime

Contact us at info@aegis4me.com to book a FREE Lunch & Learn Session today!  

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