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, August 26th
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.
Wednesday, September 9th
11:00 am to 12:30 pm | Navigating college costs: aid, loans, and filling the gap
Presented by Denise Burmeister - Director of Strategic Partners, Student Choice
Planning for college is more challenging than ever, but understanding your financial aid options can make all the difference. Learn how to navigate the true cost of college, maximize FAFSA opportunities, understand award letters, find scholarships and grants, compare federal and private loan options, and develop strategies to close funding gaps while minimizing debt. Whether you're a student preparing for college or a parent helping fund an education, this presentation provides valuable tools, resources, and expert guidance to help you confidently create an affordable path to higher education.
Wednesday, September 23rd
11:00 am | Getting yourself out of debt
Presented by Sokha Yous
Our Financial Wellness Counselor, Sokha Yous, will share information that can help you better manage your finances, work towards eliminating debt, and manage your credit effectively.
12:15 pm | Principles of Investing*
Guest speaker Don Christenson - Investment Advisor Representative, Cetera Networks
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. 130 23rd Avenue SW, Rochester MN 55902, (507) 535-1460.
Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
Wednesday, October 7th
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.