Financial Management

Please Note: The February 27 Financial Management seminar in Madison is full and registration has closed. Thank you for your interest in this topic and look for it to be offered again in the future.

If you would like to meet one-on-one with an Wealth Management financial consultant, contact our Wealth Management team.

Sound financial management is a process that begins with your first paycheck and continues through each stage of life. Every decision you make about money today forms the foundation for your financial future. We’ll discuss how to develop a sound financial strategy, including how to:

Estimate the amount of insurance protection you may need
Determine three critical components of a sound investment plan
Calculate how much money you may need to retire
Develop estate conservation strategies

Our financial education events are free and open to the public.

Request this Event