Spring Cleaning Your Finances

Feeling the itch to get organized?

Staying organized and aware of your finances is key to long term success. In this webinar, EIG Wealth Advisor, Heather Deaton, CFP®, CSRICTM, shares tips and strategies to stay mindful and on-track by watching your cashflow, cleaning out files, and creating spending plans. You’ll leave feeling motivated and able to prioritize what’s most impactful on your pocketbook.

All are welcome to join and learn during this educational presentation hosted at the Whitefish Bay Public Library. Refreshments provided.

About the presenter:
Heather Deaton, CFP ® , CSRIC TM
Video Bio

Heather is a wealth advisor at Ellenbecker Investment Group with a passion for service, sustainability and relationships. She was named Corporate Volunteer of the Year at the 2023 BizTimes Nonprofit Excellence Awards for her dedication to the Fondy Food Center board of directors. She’s actively engaged in the community and enjoys helping others gain confidence in their financial journey through education. Heather works with clients to identify their goals and navigate their financial journey with confidence and conviction.