Nicolet Wealth Management Webinar: Financial Wellness and Economic Update

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 of your finances
  • How has the economy reopening affected the spread of COVID

 

Investment and insurance products:

Are Not FDIC Insured
May Lose Value
Are Not Bank Guaranteed
Are Not Deposits
Are Not Guaranteed by Any Federal Government Entity
Are Not a Condition to Any Banking
Service or Activity

Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services.

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Nicolet Advisory Services, LLC recommends the brokerage and custodial services of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is not affiliated in any way with Nicolet National Bank or its affiliated companies.

Trust services are offered through Nicolet National Bank, a national bank with trust powers. Trust services utilizes SEI Private Trust Company (SPTC) as its custody provider. SPTC is not affiliated in any way with Nicolet National Bank or its affiliated companies.