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IS YOUR BUSINESS PROTECTED FROM FRAUD?

January 28, 2020 | 11:00 A.M. | VanderVest Harley Davidson, Green Bay

Business fraud is not as rare as you may think. Small businesses with less than 100 employees experience a median loss of $154,000 due to fraud, according to the Association of Certified Fraud Examiners How are you protecting your business from threats of identity theft, fraud, and corporate account takeover? In this seminar, we will discuss ways to safeguard your business and give you the tools you need if fraud is ever attempted on your accounts.

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PREPARING FOR THE FUTURE

April 16, 2020 | 5:00 P.M. | Lakeland University (High School & College Students Only)

College presents a unique time in a young person’s life where financial literacy is extremely important. Are you prepared for major decisions that happen shortly after graduation, such as paying off student debt, starting a retirement account, buying and insuring a home, obtaining car and renter’s insurance, and managing a budget? In this seminar, we will guide you through these important decisions and provide the resources you need to hit the ground running after graduation.

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NAVIGATING THE HOME BUYING PROCESS

September 15, 2020 | 11:00 A.M. | Ansay & Associates - Appleton Regional Office

The prospect of buying a home is exciting, but the process can seem quite daunting at first. Questions of how big a house you can afford as well as how to obtain a mortgage and homeowner’s insurance are intimidating, but you can simplify things with a well-researched action plan. In this seminar, we will go over the home buying process from start to finish so you can purchase the home of your dreams with confidence.

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SUCCESSION PLANNING - STEPS TO SUCCESS

October 27, 2020 | 11:00 A.M. | Ansay & Associates - Port Washington Regional Office

Effective succession planning is key for businesses both large and small. It is a critical but often overlooked process, and something you need for your business to continue running smoothly. In this seminar, we will discuss the importance of succession planning and give you the tools you need to implement a new or improve an existing plan.

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