The Value of Mentorship June 18, 2021 – Join Jake Dinkel for a conversation with Darrick Munsch, VP Financial Advisor at Nicolet Wealth Management and Mike Steppe, Chief Investment Officer at Nicolet National Bank. Topics include mentorship and its impact on personal and professional growth, tips to becoming a successful mentor, the impact mentorship has …
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More than a year ago Anthony Wilhelms, CFA, CFP® began hosting our Nicolet Wealth Management webinar. The roles changed for this conversation as Jake Dinkel, CFP® steps in as host for Anthony’s insight as a financial advisor during the pandemic. Mike Steppe, Chief Investment Officer at Nicolet National Bank joined with an economic update. …
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Anthony Wilhelms, CFA, CFP® talks with PJ Madson, Senior Vice President at Nicolet Wealth Management and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management. Topics include: • What does financial planning look like in times of uncertainty? • How can a business owner have a successful business transition? • What is happening with wood prices and …
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Josh Kohnhorst hosts a conversation with Jenny Tice, Operations Director at CollegeReady (formerly Scholarships, Inc.) and Adam Madson, Financial Advisor at Nicolet Wealth Management. Topics include: How can you help your student find the college that meets his or her needs? Solutions to saving for upcoming college expenses. What does the scholarship application process …
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In this conversation with Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank, hosted by Anthony Wilhelms, CFA, CFP® topics included: What is Robinhood and why is it getting so much traction? What is a meme stock and what influence does …
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Nicolet Wealth Management Market Update. Thank you for your continued confidence in Nicolet. The global COVID-19 pandemic has dominated nearly all of 2020. Yet remarkably, the capital markets were not only able to function, but were able to generate attractive returns for investors. However, investors had to accept a higher level of volatility and uncertainty …
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Anthony Wilhelms hosts a discussion with Annie Dart, Donor Engagement Program Officer at Greater Green Bay Community Foundation and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management for this webinar. How is the giving season looking for non-profits? What impact has COVID had on non-profits in 2020? How did major fundraisers pivot/adapt in …
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The COVID-19 Pandemic has created a once in a lifetime opportunity for Estate and Business Succession Planning Stay at home orders across the Country have allowed people to pick up new hobbies, spend more time with family, and find new means of entertainment. One thing that may not have crossed your mind while sitting at …
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June 26, 2020 – Kristy Maney and Adam Longlais joined the Webinar Seriers for a conversation: What is in the $1 trillion Infrastructure Plan and who will benefit most What is Financial Wellness How to incorporate risk management into your financial plan How to structure your debt and cash How to coordinate all aspects …
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