Events

Fortifying Your Financial Future - WEBINAR

This seminar is designed to help you to become better prepared for retirement. It focuses on how much you
should save for retirement, how to estimate your Social Security benefits, and how inflation can impact your
goals. You’ll also learn about different asset allocation strategies, and
why everyone middle aged or older should have an estate plan.

When: Tuesday, February 15, 2022 - 6:00 pm
Where: Webinar
Host: Rick Meister, Financial Consultant- Summit Street Wealth Management
Phone: 262-354-6000
Directions: Join us virtually for this presentation which will begin at 6:00 pm.

Please RSVP by February 11, 2022
 

Preserve Your Financial Legacy and Provide Peace of Mind

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

 

Hosted by:
Summit Street Wealth Management
Presented by:
Rob Melick, Attorney, Melick Law

When: Thursday, March 3, 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.
 

Building Your Investment Strategy

In this free one-hour retirement workshop you’ll learn:
• How to put the history of bear markets in the proper perspective
• How to recognize the investment risks that contribute to market declines
• How to reduce volatility effects using asset allocation
• Why diversifying your portfolio and time in the market — not market timing — count

When: Tuesday, April 12, 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 April 8th