Client Appreciation Events

We celebrated the holidays with our clients this year at the Retzer Nature Center in Waukesha. The evening started with a cocktail hour, appetizers, and self guided tour of the nature exhibits (including live birds, reptiles, and fish). Everyone was then treated to an authentic Greek dinner buffet with more salads, entrées, and desserts you could possibly sample. Once everyone got settled into dinner, a troop of 30+ Christmas Carolers from Arrowhead Union High School provided an incredible holiday musical performance. To top off the evening, we enjoyed a private star gazing show at the Charles Z. Horwitz Planetarium, and even had a Santa sighting in the winter sky ;-)

Who knew we once had Broadway royalty living in our own backyard. Alfred Lunt and Lynn Fontanne are widely considered the greatest acting team in the history of American theatre, and their estate in Genesee, WI has become a historical landmark and tourist destination. Many Hollywood greats went to spend time (and refine their craft) with the Lunts at Ten Chimneys, and the clients of Aegis Wealth Advisors had the opportunity to walk in their footsteps with a private tour and luncheon at the estate.

Acclaimed retirement speaker Barry LaValley provided the entertainment while our clients enjoyed dinner & cocktails at one of Lake Country’s finest restaurants, Weissgerber's Golden Mast on Lake Okauchee. Barry LaValley’s seminars are world renowned, and it was a pleasure to have him speak in such an intimate setting. Barry combines a unique perspective on retirement filled with helpful information, audience interaction, humor, and the motivation to live retirement to the fullest.