Nicolet Wealth Management Webinar Series

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.

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.