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, July 1st
11:00 am | Building strong money habits
Presented by Sokha Yous
How can you save more for the future, and what simple changes can you make to enhance your financial picture? Join us for a presentation with Financial Wellness Counselor, Sokha Yous, to learn ways you can build stronger money habits that will benefit you now and in the future.
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, July 15th
11:00 am | Managing Credit Wisely
Presented by Sokha Yous
Our Financial Wellness Counselor, Sokha Yous, will share information that can help you better manage your credit.
12:15 pm | Vehicle Buying
Presented by Steven Flage
Learn about the vehicle buying process, narrowing down your options, financing, and tools that can help you go into your purchase better prepared.
Wednesday, July 29th
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, August 12th
11:00 am | Financial Wellness
Presented by Sokha Yous
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 | 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.
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.