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 give us a call or send us an email at: firstname.lastname@example.org and we’ll be happy to add you to our guest list.
February 5, 2020 5:00p - 7:30p Central Standard Time
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.)
February 20, 2020 12:00p - 12:45p Central Standard Time
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.
November 7, 2019 4:00p - 6:00p Central Standard Time
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.
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: email@example.com with any questions and we would be pleased to assist you!