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, March 11th
11:00 am | Retirement Q&A*
Guest Speaker Don Christenson - Investment Advisor Representative, Cetera Networks
Don will be available to answer your retirement questions.
*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.
12:15 pm | Budgeting
Presented by Sokha Yous, Financial Wellness Counselor
Looking to improve your budgeting skills? Learn how to set financial goals you can reach and plan ahead.
Wednesday, March 25th
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, April 8th
11:00 am | Financial Wellness
Presented by Sokha Yous, Financial Wellness Counselor
We’ll cover areas such as budgeting, saving, managing debt, retirement & financial planning, managing your money, and watching for scams to help you stay financially fit.
12:15 pm | Identity theft, prevention & recovery
Presented by Stephanie Macrafic, Enterprise Risk Management Specialist
Learn how you can better protect yourself from identity theft, prevent it from happening, or how to recover if you’ve been impacted.
Wednesday, April 22nd
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.