Annual Holiday Event
Westmoor Country Club 400 South Moorland Road, Brookfield, WI, United States*No products will be sold.
Client Referral Appreciation Event
Miller Park/ MaxiesBehind the scene tour of Miller Park followed by drinks at Maxies. This event is invite only for clients who have referred us new business within the last six months.
Vantage Client Appreciation Holiday Party – Racine Office
Meadowbrook Country Club 2149 N Green Bay Rd, Mount Pleasant, WI, United StatesVantage Client Appreciation Holiday Party – Elm Grove Office
Westmoor Country Club 400 South Moorland Road, Brookfield, WI, United States
Giving Strategies Webinar
For this webinar Dwight Montgomery, President of the National Christian Foundation of Ohio, took a dive into the world of charitable giving and how to understand giving from a tax perspective. Cash donations are simple, but leave 90% of giving opportunities on the table. Dwight discussed the advantages of giving before selling assets as well as giving and holding to make the most of donations. A key takeaway, Dwight challenged attendees to first identity what they feel called to give to, then to work with their advisors to make the most of their donation, while living or after passing away.
2023 Market Outlook Webinar
Investment Analyst Matt O'Bryon teamed up with Senior Wealth Advisors, Chris Johnson and Jeremy Gardner, to take aa look at the 2023 market. Topics discussed were the Inflation Cycle, Rising Interest Rates, and the tricky question of 'Are we in a recession?'. Also discussed was the closing of banks recently mentioned in the news cycle. Matt explained what is happening with banks closing and why most of us can still sleep well at night.Watch the Recording
Credit Card Points and Management
Join us on April 19, 2023 to learn how to use points and miles to save money and travel in style. Founder of 10xTravel.com, Bryce Conway will teach you the basics in this free, virtual session. Get the answers on which credit cards to use and when, how to earn an abundance of points and miles without flying, how to redeem existing points for maximum value, and more. Bryce has been using points and miles to travel all over the world with his family for nearly a decade. An Ohio native, Bryce now teaches this skill to hundreds of thousands
The 2023 Housing Market
Join us on May 9th, 2023 for this free virtual workshop on the housing market presented by Julee Felsman. Are you looking to buy or sell a home? Wondering if you should refinance? Maybe you're looking to invest in real estate, or maybe you just want to know what's going on with the housing market. Let Julee help you get a beat on the current market and what it means for you! Presenter Julee Felsman is the Senior Vice President of lending for Guaranteed Rate. Julee has worked in real estate lending since 1997 and enjoys helping individuals understand the
Elm Grove Memorial Day Parade 2023 Open House
Vantage Financial Partners 13230 Watertown Plank Road, Elm Grove, WI, United StatesVantage Financial will open its doors for the 75th Annual Elm Grove Memorial Day Parade! Parade begins at 10:30 am in the Village Park. Vantage will open at 10 am for clients and friends to join us for this Elm Grove tradition. We have a great spot on the parade route to watch all the festivities. Stop by to say hello and enjoy light refreshments.
Medicare and You
Join us on October 4, 2023, to learn about Medicare and what it means for you. In this webinar presenter, Josh Kinzel, will cover the basics of what Medicare is and why it’s needed. Josh will also cover what the benefits of Medicare look like for seniors. Josh Kinzel has been a benefit advisor for sixteen years, specializing in helping seniors find the best Medicare health plan for their retirement. Often an overwhelming task, Josh aims to simplify choosing your Medicare plan with robust institutional knowledge and a warm personal touch. Your health in retirement is important. Don’t miss out