Nicolet Wealth Management Webinar Series
--> */ /*-->*/ People First, Mission Always May 20, 2022 - Brigadier General Robert …
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Must-Haves for Estate Planning with Melissa DeVantier, Vice President
Melissa DeVantier, Vice President - Trust Officer at Nicolet Wealth Management discusses Estate Planning in this webinar hosted by Anthony …
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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 …
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Financial Planning in Times of Uncertainty – Featuring PJ Madson
Anthony Wilhelms, CFA, CFP® talks with PJ Madson, Senior Vice President at Nicolet Wealth Management and Adam Longlais, Senior Investment Officer at Nicolet Wealth Management. Topics include: …
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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 …
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The Current State of The Stock Market and Cryptocurrency – Featuring Mike Steppe, Adam Longlais, and Anthony Wilhelms
In this conversation with Adam Longlais, CFA, CAIA, Senior Investment Officer at Nicolet Wealth Management and Mike Steppe, CFA, Chief Investment Officer at Nicolet National Bank, hosted by Anthony Wilhelms, …
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Strong Finish to 2020
Nicolet Wealth Management Market Update. Thank you for your continued confidence in Nicolet. The global COVID-19 pandemic has dominated nearly all of 2020. Yet remarkably, the capital markets were not only able to …
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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 …
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COVID-19 Pandemic created opportunity for Estate and Business Succession Planning
The COVID-19 Pandemic has created a once in a lifetime opportunity for Estate and Business Succession Planning Stay at home orders across the Country have allowed people to pick up new hobbies, spend more time with …
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