Nicolet Wealth Management Webinar Series

Damian LaCroix

Unity in the Community with Damian LaCroix

August 27, 2021 – Damian LaCroix, Superintendent at Howard-Suamico School District and Mike Steppe, Chief Investment Officer at Nicolet National Bank join the webinar. Damian discussed preparing for a changing world, and how to balance competing needs of different stakeholders.

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John Sweeney

Mindset of Discovery with John Sweeney

August 13, 2021 – Yes! And… this conversation with John Sweeney, Owner of Brave New Workshop, Author, Keynote Speaker, Entertainer, and Trainer, and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management, explores the importance of mindset.

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Rose Gray

Travel Insights with Rose Gray

July 30, 2021 – Rose Gray, Business Relationship Director at Fox World Travel and Mike Steppe, Chief Investment Officer at Nicolet National Bank discuss the travel industry since the pandemic, the types of travel best positioned for a recovery, the outlook for business travel and more.

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Dave Willems

Have you heard? Live music is back!

July 16, 2021 – Dave Willems, Principal and Founder at Willems Marketing & Events and Mike Steppe, SVP Chief Investment Officer Nicolet National Bank joined this conversation hosted by Anthony Wilhelms to discuss the Fox Valley’s Mile of Music celebration, and the impact on performers and communities that rely on live music festivals.

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Melissa DeVantier

Must-Haves for Estate Planning

July 2, 2021 – Melissa DeVantier, Vice President – Trust Officer at Nicolet Wealth Management discusses Estate Planning in this webinar hosted by Anthony Wilhelms. Learn about leaving a legacy through your estate, and how to talk to your family about wealth. Adam Longlais, Senior Investment Officer at Nicolet Wealth Management also joins the conversation to talk about incorporating your values into your investing and more.

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Darrick Munsch

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 on company culture, and an economic update.

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Tom Zellner

Buying a Home in a Competitive Market

June 4, 2021 – Tom Zellner, SVP Retail Sales Manager, NMLS ID: 439868 at Nicolet National Bank discusses homebuying in this competitive market and the importance of consulting with a mortgage lender before making an offer to purchase a home. Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management also provided a market update in this conversation hosted by Anthony Wilhelms, CFA, CFP® .

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Anthony Wilhelms

Conversation with Anthony Wilhelms, CFA, CFP®, VP, Nicolet Wealth Management

May 21, 2021 – 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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PJ Madson

Conversation with PJ Madson of Nicolet Wealth Management

May 7, 2021 – Anthony Wilhelms, CFA, CFP® discusses financial planning in times of uncertainty with PJ Madson, CFP®, Senior Vice President at Nicolet Wealth Management and Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management.

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Dr. Dennis Episcopo

Conversation with Dr. Dennis Episcopo

April 23, 2021 – Anthony Wilhelms hosted this conversation with Dr. Dennis Episcopo, Senior Pastor at Appleton Alliance Church and Mike Steppe, Chief Investment Officer at Nicolet National Bank about leadership principles for your life, successful succession planning for organizations, and commentary on today’s economy.

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Jenny Tice

Ready for College

April 9, 2021 – Josh Kohnhorst hosts this conversation with Jenny Tice, Operations Director at CollegeReady (formerly Scholarships, Inc.) and Adam Madson, Financial Advisor at Nicolet Wealth Management discussing how to be ready for college expenses, including saving, scholarships, financial aid.

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Mike Steppe and Adam Longlais

Adam Longlais, CFA, CAIA,  Senior Investment Officer at Nicolet Wealth Management and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank

March 26, 2021 – Anthony Wilhelms, CFA, CFP®  hosts a conversation about Robinhood, meme stocks, special purpose acquisition companies, cryptocurrency and more.

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Joe Kiedinger

Joe Kiedinger, CEO of Prophit Company and Chris Dimmer, SVP Retail and Private Banking Manager at Nicolet National Bank

March 5, 2021 – A conversation with Joe Kiedinger and Chris Dimmer hosted by Anthony Wilhelms, CFA, CFP®  discussing how leadership has changed, servant leadership, and how can leaders and employers can create a strong culture in their business.

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Ann Franz

Ann Franz, Executive Director of the NEW Manufacturing Alliance

February 19, 2021 – Ann Franz, Executive Director of the NEW Manufacturing Alliance and Mike Vogel, SVP Commercial Banking Manager at Nicolet National Bank joined the Nicolet Wealth Management webinar hosted by Anthony Wilhelms, CFA, CFP® to discuss manufacturing and business.

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Manny Vasquez

Manny Vasquez, VP Business Development at NAI Pfefferle Companies

February 5, 2021 – Manny Vasquez, VP Business Development at NAI Pfefferle Companies and Mike Steppe, SVP Chief Investment Officer at Nicolet National Bank are guests of the Nicolet Wealth Management webinar hosted by Anthony Wilhelms, CFA, CFP®.

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Mike Daniels

Mike Daniels, President and CEO of Nicolet National Bank

January 22, 2021 – Mike Daniels, President and CEO of Nicolet National Bank joined the Nicolet Wealth Management webinar for a conversation about leading an organization through an unprecedented time, how banking (and business) will change in 2021, his thoughts about success, and more.

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Charles Guthrie

Charles Guthrie, Director of Athletics at the University of Wisconsin – Green Bay

December 18, 2020 – Anthony Wilhelms hosts a discussion with Charles Guthrie, Director of Athletics at the University of Wisconsin – Green Bay and Mike Steppe, SVP Chief Investment Officer at Nicolet National Bank joined this Nicolet webinar.

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Annie Dart

Annie Dart, Donor Engagement Program Officer at Greater Green Bay Community Foundation

December 4, 2020 – 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.

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Jolene Hostak

Jolene Hostak, VP Treasury Management at Nicolet National Bank shares business best practices for fraud protection.

November 13, 2020 – 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.

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Jayme Sellen

Jayme Sellen, VP of Economic Development & Government Affairs at the Fox Cities Chamber was our featured guest.

October 30, 2020 – Jayme Sellen, VP of Economic Development & Government Affairs at the Fox Cities Chamber and Adam Longlais, VP Senior Investment Officer at Nicolet Wealth Management joined Anthony Wilhems for this week’s webinar.

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Brian Beaulieu

An economic discussion with Brian Beaulieu, CEO of ITR Economics

October 2, 2020 – Brian Beaulieu, CEO of ITR Economics joined Anthony Wilhelms for an economic discussion at the Nicolet Wealth Management Webinar.

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Eric Vanden Heuvel

Eric Vanden Heuvel, Greater Green Bay Chamber, talks with Nicolet Wealth Management

August 21, 2020 – Eric Vanden Heuvel, VP of Talent and Education at The Greater Green Bay Chamber and Board President of the Green Bay Area Public School District, joined Anthony Wilhelms for a conversation at this Nicolet Wealth Management Webinar.

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Eric Radzak

Nicolet Wealth Management Conversation featuring Eric Radzak, Corporate Development Officer at Nicolet National Bank and Adam Longlais

August 7, 2020 – Anthony Wilhelms hosts a conversation with Eric Radzak, Corporate Development Officer at Nicolet National Bank and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management.

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Ken Wachter

Nicolet Wealth Management Conversation featuring Ken Wachter, CEO PMI Entertainment Group

July 24, 2020 – Anthony Wilhelms hosts a conversation with Ken Wachter, CEO of PMI Entertainment Group and Mike Steppe, Chief Investment Officer at Nicolet Wealth Management.

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Bob Atwell

Nicolet Wealth Management Conversation with Bob Atwell

July 10, 2020 – Anthony Wilhelms of Nicolet Wealth Management hosts a wide-ranging conversation with Bob Atwell, Co-founder, President & CEO, Nicolet Bankshares, Inc. which is the parent company of Nicolet National Bank.

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Kristy Maney

Financial Wellness and an Economic Update

June 26, 2020 – Kristy Maney join this week’s Webinar Series to discuss Financial Wellness, and Adam Longlais shares an economic update.

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Dan Reynolds

Today’s Economy and its Impact on your 401(k)

June 12, 2020 – We join Dan Reynolds and Mike Steppe for a conversation about today’s economy and its impact on your 401(k).

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Chris Dimmer

Nicolet Wealth Management Conversation with Chris Dimmer

May 22, 2020 – Join us for a conversation with Chris Dimmer and Adam Longlais as we discuss customer relationships and being proactive with your investments in an ever-changing market.

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Mike Steppe

Discussion with Mike Steppe and Jake Klaus of Nicolet Wealth

May 15, 2020 – Watch our discussion with Mike Steppe, Chief Investment Officer, and Jake Klaus, Wealth Advisor, Fiduciary Specialist, Nicolet Wealth Management, discussing the economic impacts of states/economy re-opening.

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Eric Witczak

Mortgages and the Economy

May 8, 2020 – We talked with Eric Witczak, Nicolet Bank Executive VP, and Adam Longlais, Senior Investment Officer about Interest Rates, Q1 Earnings, and Stock Market Recovery.

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Mike Daniels

Conversation with Mike Daniels, CEO and President, Nicolet Bank

May 1, 2020 – Mike Daniels, CEO and President, and Co-Founder of Nicolet Bank, was our guest. Mike is very open and shares his thoughts on submitted questions and more.

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Mike Vogel

Payroll Protection Program (PPP) and Economic Update

April 17, 2020 – Anthony Wilhelms, CFA, CFP, Nicolet Wealth Management, talks with Mike Vogel, Nicolet Bank Commercial Banking Manager, and Mike Steppe, SVP, CFA.

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Jon Biskner

Protect Yourself and Business and Economic Update

April 24, 2020 – Anthony Wilhelms of Nicolet Wealth Management hosts a discussion of Online Fraud; Protect Yourself and Business with Panelist Jon Biskner – VP IT and Security Nicolet Bank, and an Economic Update from Adam Longlais including Oil Below $0.

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Adam Longlais

The Economy and the CARES Act

April 10, 2020 – Anthony Wilhelms talks with Adam Longlais and Jake Klaus about the economy and how the CARES Act affects our clients and their portfolios.

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Mike Steppe

Nicolet Wealth Management conversation with Mike Steppe and Adam Longlais

April 3, 2020 – Does the Fed have any tools left? What is tax-loss-harvesting and why is it important? What should I do with my cash now that rates are near 0%? How did equities and fixed income end Q1?

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Nicolet National Bank NMLS #411069
Equal Housing Lender

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.

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