AEGIS Testimonials
A few of our clients have volunteered to film testimonial videos with us, sharing how AEGIS Financial has impacted their financial life! Click on the link below to check out their stories and feel free to share it with others!
https://www.youtube.com/playlist?list=PLs01pbearDM9BbaO_a9dGsA_wsnCQmdmV
Past Events
Quarter 1 Professional Development Day
On Thursday, February 8, 2024 we had our first quarter professional development day. This quarter, we trained on Effective Business Writing provided by the Fox Valley Tech. Following lunch, we enjoyed bowling as a team at 10th Frame in Appleton!
Check out some pictures below!
2024 AEGIS Financial Forum
On February 20th, we hosted our 2024 AEGIS Financial Forum at the Best Western in Neenah! The event included Educational Breakout Sessions, a Dinner Buffet, and AEGIS’s Economic Forecast Presentation by President Bill Bowman, CPA followed by a panel of our Wealth Managers.
Thank you to all those who attended!
Making Appointments Online
Attention all valued clients! You now 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.
Exciting News! AEGIS Documents to Become Automated and Esignable!
We have started using Formstack to automate our AEGIS documents, allowing them to be signed electronically either via email or in person at our office. All of these documents are encrypted to ensure maximum security. Some of you may have already received an updated Wealth Management Agreement via email. Going forward, AEGIS Financial plans to rely more heavily on email for secure document transmission, to eliminate the inconvenience of physical paperwork, speed up our processing times, and reduce the risk of identity fraud associated with traditional mail services.
Team Member Spotlight – Jessica Dontje
Have you met Jessica? Click on the video below 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!
https://www.facebook.com/aegisfinancialplanners
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)