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

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. Topics include:

• Maintaining a high level of communication as the world is changing.

• Highlights in a year of hosting the webinar.

• Reflecting on the evolution of the webinar and the various topics discussed.

• Economic update for Wisconsin and Michigan

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