People First, Mission Always May 20, 2022 – Brigadier General Robert Hastings joined us to share his philosophy of “People First, Mission Always.” Listen in to hear about General Hastings 40 years of military service, and how he became involved with Team One Mile – a group of athlete leaders who will be competing in Race …
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Melissa DeVantier, Vice President – Trust Officer at Nicolet Wealth Management discusses Estate Planning in this webinar hosted by Anthony Wilhelms. Topics include: • Leaving a legacy through your estate • 5 Must-Haves for Estate Planning • Special Estate Planning Considerations • How to talk to your family about wealth Adam Longlais, Senior Investment …
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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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