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

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.

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!

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