Events

Preserve Your Financial Legacy and Provide Peace of Mind

A discussion of Estate Planning strategies, including: Powers of Attorney,
Wills, Guardianship, and Trusts.

 

Presented by:
Rob Melick, Attorney, Melick Law

When: Tuesday, August 16, 2022 - 6:00 pm
Where: In- Person
1300 Summit Ave. Ste #203
Oconomowoc, WI 53066

or

Webinar
Host: Summit Street Wealth Management
Phone: 262-354-6000
Directions: Join us either in person or virtually for the presentation which will begin at 6:00 pm.

Please register by August 12, 2022.
 

Family Picnic *CURRENT SSWM CLIENTS ONLY*

Enjoy food, beverages, music, entertainment, Kona Ice, and the Splash Pad

We hope to see you there!

When: Sunday, August 21, 2022 - 11:00 am - 2:00 pm
Where: Nixon Park
175 E. Park Ave.
Hartland, WI

Shelter 4
Host: Summit Street Wealth Management
Phone: 2623546000
 

Insurance for Different Stages of Life

There are no guarantees in life but including life insurance as part of your financial plan can bring you peace of mind, reassuring you that your loved ones will be provided for financially if something happens to you. By attending this free seminar, you’ll get an overview of different life insurance options, and how they can be applied at different stages of life. 

When: Thursday, September 8, 2022 - 6:00 pm
Where: In- Person
1300 Summit Ave. Ste #203
Oconomowoc, WI 53066

or

Webinar
Host: Micah Schroeder, Financial Consultant -Summit Street Wealth Management
Phone: 262-354-6000
Directions: Join us either in person or virtually for the presentation which will begin at 6:00 pm.

Please register by September, 1, 2022
 

Understanding Social Security and Medicare- WEBINAR

This event will cover all the basics of making a Social Security and Medicare decision.

Zoom meeting link will be sent out a few days prior to the event.

When: Tuesday, October 18, 2022 - 6:00 pm
Where: WEBINAR
Host: Summit Street Wealth Management
Directions: Webex link will be emailed a day or two prior to the event.
 

Understanding Social Security and Medicare- WEBINAR

This event will cover all the basics of making a Social Security and Medicare decision.

Zoom meeting link will be sent out a few days prior to the event.

When: Thursday, November 10, 2022 - 6:00 pm
Where: WEBINAR
Host: Summit Street Wealth Management
Directions: Webex link will be emailed a day or two prior to the event.