Broker Check
 

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please click on the "Register" button for the event you're interested in and we’ll be happy to add you to our guest list.

 

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

Investing In Your Future Self - Saving For Retirement

May 20, 2021 12:00p - 12:45p Central Standard Time

Webinar

Balancing today's needs and wants with your future financial success can be a challenge. Learn retirement investing fundamentals relevant to employed and self-employed professionals.

Authoring Personal Core Values

March 5, 2021 12:00p - 1:00p Central Standard Time

Webinar

This session will not only explore the importance of personal values in the financial planning process, it will guide attendees through a personal core value writing exercise, resulting in actionable values phrases that you can put to work. Learn the confidence and clarity of making cash-flow, career and retirement decisions that align to your values! After you click on the registration button, you will receive an invite email 24 hours before the event date with information needed to access the Zoom webinar (sent by humanworks).

Women And Investing

October 15, 2020 12:00p - 12:45p Central Standard Time

Webinar

An interactive workshop that will focus on principles for successful long-term investing. Although investing is a gender-neutral sport (stocks and bonds don’t care whether you are a male or female) the content has been curated and will be presented in a way that is engaging and motivating for professional women. After you click on the registration button, you will receive an email 24 hours before the event date with information needed to access the Webex webinar. Please contact us at: info@crescendowm.com with any questions and we would be pleased to assist you!

Special Needs Planning Through The Lifestages

September 17, 2020 12:00p - 12:45p Central Standard Time

Webinar

Nearly 1 in 5 families are impacted by special needs. There are many different areas impacted when you have a child or loved one with special needs, and financial planning is no different. This interactive presentation will provide valuable information to assist you with understanding the past, present and future of disability planning, how special needs planning differs from traditional planning, specific steps to manage planning within each lifestage, as well as case studies and resources. After you click on the registration button, you will receive an email 24 hours before the event date with information needed to access the Webex webinar. Please contact us at: info@crescendowm.com with any questions and we would be pleased to assist you!

Retirement Income Planning

April 23, 2020 12:00p - 1:00p Central Standard Time

Webinar

As you approach retirement, your mindset needs to begin to move from accumulation to distribution. That is what retirement income planning is all about – understanding how much annual income you’ll need during your retirement years to support the lifestyle that you want and positioning your assets to provide that income. Sounds much easier said than done! Join Betty and Kathleen as they walk you through three important questions you can ask yourself to determine if you are prepared to retire! What does retirement mean to you? When do you want to retire? And how long will your retirement last? After you click on the registration button, you will receive an email 24 hours before the event date with information needed to access the Webex webinar. Please contact us at: info@crescendowm.com with any questions and we would be pleased to assist you!

Managing The Impact Of Professional Change

February 20, 2020 12:00p - 12:45p Central Standard Time

Webinar

Mergers, restructuring, leadership changes: These are just a few of the reasons we seefrequent professional change in our lives. How do you leverage your human capital and prepare for known and unknown changes in a complex work environment? What are the key financial and non-financial steps to take now, and in the future, to protect yourself adequately and take advantage of change? Join CERTIFIED FINANCIAL PLANNER™ practitioner, Brooke Napiwocki, as she leads an interactive conversation on professional change and shares insightful case studies. This session will end with an opportunity to identify your own potential professional changes and outline your action steps.

Women's Evening Retreat

February 5, 2020 5:00p - 7:30p Central Standard Time

River Room

We invite you and a female guest to join the women of Crescendo in celebrating 2019 and setting your intention for 2020. This mini retreat will include a gentle, all levels yoga practice and mindfulness session followed by conversation with an amazing group of women. Guests are encouraged to wear comfortable, work-out clothing and to bring along a yoga mat. (We will have a small quantity of mats available for guests who do not have a mat.)

Employee to Employer: Best Practices...

November 7, 2019 4:00p - 6:00p Central Standard Time

Scribner Cohen

Are you on the partner track or is your firm undergoing succession planning? Do you see yourself owning the company you currently work for? Join Andrea Hoeschen, Brooke Napiwocki, CFP® and Jessica B. Gatzke, CPA, MST as they discuss key financial and legal considerations when exploring business ownership.

Understanding Special Needs Financial...

November 6, 2019 12:00p - 1:00p Central Standard Time

Are you one of the nearly 1 in 5 families who are impacted by having a family member or loved one with Special Needs? If so, do you understand how to “plan” for their future, one that may look different than that of a typical child? Join Kathleen Oberneder, Chartered Special Needs Consultant who has both the professional expertise and personal experience to make this Special Planning one that will last for two generations. The discussion will include information regarding Kathleen’s Special Needs Timeline, the 529A ABLE Accounts, the use of Life Insurance in Planning, and the importance of working with professionals who have experience with this type of planning. This is a Webinar! After you click on the registration button, you will receive an email before the event date with information needed to access the Webex webinar. Please contact us at:info@crescendowm.com with any questions and we would be pleased to assist you!

Funding Your Child's Education...

September 18, 2019 12:00p - 1:00p Central Standard Time

A college education is one of the biggest investments in your child’s future and it’s never too early or too late to begin the discussion. How can you and your child prepare for such a major financial and life decision? Join Brooke as she shares best practices on saving, planning and shopping for your child’s higher education. This interactive workshop will be delivered based on the life stage of the child, so parents of children of various ages will benefit (0 through 18 years). Most importantly, each life stage section of the workshop will include tools and tips on how to communicate with your child about money and share life-long financial literacy lessons. This is a Webinar! After you click on the registration button, you will receive an email before the event date with information needed to access the Webex webinar. Please contact us at: info@crescendowm.com with any questions and we would be pleased to assist you!

We did it and so can you...

May 1, 2019 12:00p - 1:00p Central Standard Time

Are you dreading or avoiding having a real, adult conversation with your parents? Wondering what their healthcare plan is and if they have their financial life in order? Join Betty, Kathleen and Brooke as they share best practices and their personal experiences in planning with and caring for parents. This is a Webinar! After you click on the registration button, you will receive an email before the event date with information needed to access the Webex webinar. Please contact us at: info@crescendowm.com with any questions and we would be pleased to assist you!

Special Needs Trusts

March 13, 2019 12:00p - 1:00p Central Standard Time

You’re invited to join our Webinar to learn about Special Needs Trusts – from creation, to understanding how to fund one, as well as managing the distributions. You will learn: • The basics of a Special Needs Trust and why one is needed. • How to plan for two generations by using a Special Needs Trust • Utilizing Life Insurance to fund the Trust. • Understanding the importance of managing distributions from the Trust. Date/Time: March 13, 2019 – 12:00pm to 1:00pm Register - www.crescendowm.com/events After you click on the registration button on our website, you will receive an email 24 hours before the event date with information needed to access the Webex Webinar. Please contact us at: info@crescendowm.com with any questions and we would be pleased to assist you!

8 Ideas to Start Living Your Ideal...

February 19, 2019 7:30a - 9:00a Central Standard Time

Fiddleheads

Learn ways to save more, pay down debt, and spend less in 2019 and beyond. Stick around for networkingat the end of our session! This event is FREE! *YP events are for professionals 40 and under. Register by using this link: https://conta.cc/2SdQJHM Deadline for registration is Monday, February 18th.

Eight Steps To Start Living ...

February 13, 2019 12:00p - 12:45p Central Standard Time

More than one-third of Americans make a Financial Resolution. Like physical health, financial wellness is not accomplished in a day but rather over ongoing, daily effort. So, if you are ready to make your finances a priority this year, join Brooke to review key steps today to get you and your family on your path to financial wellness! This is a Webinar! After you click on the registration button, you will receive an email before the event date with information needed to access the Webex webinar. Please contact us at: info@crescendowm.com with any questions and we would be pleased to assist you!

Women's Evening Retreat

January 23, 2019 5:00p - 7:30p Central Standard Time

River Room On The Milwaukee

We invite you and a female guest to join the women of Crescendo in celebrating 2018 and setting your intention for 2019. This mini retreat will include a gentle, all levels yoga practice and mindfulness session followed by conversation with an amazing group of women. Guests are encouraged to wear comfortable, work-out clothing and to bring along a yoga mat. (We will have a small quantity of mats available for guests who do not have a mat.)

Financial Planning: It's Not So Scary!

October 31, 2018 12:00p - 1:30p Central Standard Time

Two-Fifty MKE - 1st Floor Conference Room

Join us for special guest Brooke Napiwocki, CFP®, MBA, to learn about how financial planning can help not only your finances but your life! This educational workshop will explore what your money mindset and financial values are and outline how you can motivate yourself to reach your goals despite common obstacles young professionals face, such as paying off school debt. Brooke will describe the core components of financial planning most relevant to young professionals to get you on your path to financial wellness.

Empowering Our Citizens

October 26, 2018 1:30p - 3:30p Central Standard Time

Join the conversation on how we all benefit from including the talents of people with disabilities in the workforce. Hear from Crescendo Wealth Management's Kathleen Oberneder, Financial Advisor – Chartered Special Needs Consultant® as she participates on a panel for this event.

Funding Your Child's Education...

May 1, 2018 6:00p - 7:00p Central Standard Time

Crescendo Wealth Management

A college education is one of the biggest investments in your child’s future, and it’s never too early or too late to begin the discussion! How can you and your child prepare for such a major financial and life decision? Join Certified Financial Planner™ practitioner, Brooke Napiwocki, as she shares best practices on saving, planning, and shopping for your child’s higher education. CLICK ON TITLE FOR MORE DETAILS.

Getting Financially Organized

January 10, 2018 7:00p - 9:00p Central Standard Time

Get yourself and your family financially organized in the new year!

Event Registration




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