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. |