Nicolet Wealth Management Webinar

Nicolet Wealth Management Webinar Series

Terry Albrecht with Swagger at Packer Fastener and Packer Freight October 8, 2021 – Terry Albrecht, CEO and co-founder of Packer Fastener and Packer Freight, and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management join this conversation hosted by Anthony Wilhelms about building an intentional culture – with swagger! Watch VideoListen to PodcastAmazonAppleGoogleSpotify Unity in …

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Jenny Tice

Ready for College, a discussion with Jenny Tice and Adam Madson

 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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Joe Kiedinger

Leadership in Business with Joe Kiedinger and Chris Dimmer

 In this conversation hosted by Anthony Wilhelms, CFA, CFP®, Joe Kiedinger, CEO of Prophit Company and Chris Dimmer, SVP Retail and Private Banking Manager at Nicolet National Bank discussed: • How has leadership changed with more people working from home? • What is servant leadership and how does it apply to business? • How …

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Manny Vasquez

What’s Next for Real-Estate – Featuring Manny Vasquez

 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®. Topics include: Are the real estate needs of businesses changing? Does Northeast WI have the right real estate to attract …

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Bob Olson: Fraud Awareness - Protect your Mail

Fraud Awareness, Bob Olson on Protecting Your Personal Mail

 Don’t put cash, gift cards, or paper checks in your mailbox. Bob Olson, Appleton-Calumet St. Branch Manager warns that fraudsters are stealing mail in the area for their own personal use. The U.S. Postal Service reaches every home and business in the country. The vast majority of the mail it delivers arrives in tact, …

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Mike Daniels

What’s Ahead for Banking in 2021– Featuring Mike Daniels, President and CEO of Nicolet Bank

Mike Daniels, President and CEO of Nicolet National Bank joins the Nicolet Wealth Management webinar to discuss: • Leading an organization through an unprecedented time • How banking (and business) will change in 2021 • How have his thoughts about success changed since co-founding the bank in 2000 • What is Nicolet doing to help …

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Annie Dart

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

 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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Brian Beaulieu Webinar Recording

An Economic Discussion – Featuring Brian Beaulieu, CEO of ITR Economics

 Brian Beaulieu, CEO of ITR Economics joined Anthony Wilhelms for an economic discussion at the Nicolet Wealth Management Webinar on October 2, 2020.   Topics included: What is ahead in 2021 for your business and wallet What impact will COVID and the flu season have on the overall economy? A snapshot of today’s economy   …

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Eric Radzak

Conversation on Wealth Management – Featuring Eric Radzak and Adam Longlais

 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. Topics include: What have we learned from the 2nd quarter earnings season? Why haven’t financial stocks recovered like the rest of the market? How are banks positioned today versus …

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