Presentations
Join us for Financial Wellness Wednesdays!
Every other Wednesday, we host complimentary presentations to help you further your own financial education. Take a look at some of our upcoming presentation topics below and register today!
All sessions will be held at our Cascade Lake Business Center. You can also register to watch virtually!
Walk-ins are welcome but we highly encourage you to register. Links to join virtually will be provided on our website and via email to registrants.
Wednesday, January 14th
11:00 am | Principles of Investing*
Presented by Don Christenson, Financial Advisor
Build on your current investing knowledge to help build strategies for short and long-term financial goals.
*Cetera Networks is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
12:15 pm | New Year, Fresh Financial Mindset
As we start the New Year, this is a great time to focus on your financial mindset. If you’re looking to improve your relationship with money, this presentation will help you consider long-term goals, debt repayment, and other steps you can take to reduce your stress when it comes to your financial outlook.
Wednesday, January 28th
11:00 am | Clear answers to your Medicare questions**
Presented by Dave Brown
When it comes to Medicare, one size doesn’t fit all. What works for your neighbor may not be the best fit for you. You may also feel overwhelmed with information and become frustrated with the numerous options available. During this presentation, we’ll cover all available options, provide guidance to help you navigate the Medicare system, and share how we can support you.
**This is an educational event. No plans will be reviewed, and no sales will be conducted. A licensed insurance agent will be present to answer questions. We are not connected with, nor endorsed by, the U.S. Government or the Federal Medicare Program. For accommodations of persons with special needs at meetings, call (800) 535-2129.