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Webinars & Workshops

Learn from the Experts

Explore expert-led webinars and workshops that transform financial concepts into practical strategies for everyday life and long-term success.

Learn, grow, and take control of your financial future through our expert-led webinars and workshops. These educational programs offer practical guidance on a variety of personal finance topics, helping participants build confidence, strengthen financial skills, and make informed decisions that support long-term financial wellness.


Sign up for Workshop or Seminar Series

workshop and webinar

Build a strong financial foundation by learning how to create a realistic budget, manage cash flow, increase savings, and make confident financial decisions. 

Take control of your financial future by understanding credit scores, managing debt, and developing effective repayment strategies. Learn how to use credit wisely, reduce financial stress, and improve your long-term financial health.

Discover how investing can help you grow wealth and achieve your financial goals. Explore investment basics, retirement accounts, diversification, and strategies designed to help you build financial security over time.

Protect yourself and your loved ones from life's unexpected events. Explore health, life, disability, and property insurance options while learning how appropriate coverage can strengthen your overall financial plan.

Make the most of your workplace benefits and prepare for a secure retirement. Learn about retirement plans, employer-sponsored benefits, social security, and strategies to help you confidently plan for the future.

Understand how taxes, estate planning, and legacy decisions fit into your overall financial picture. Learn strategies for tax efficiency, protecting your assets, and creating a plan that reflects your values and long-term goals.

Featured Experts and Speakers 


Kirt D. Rezek, CFP

Wealth Advisor
Professional Financial management

Mark J. Vander Linden, CFP

President 
Professional Financial management

Chris Gilmore, CFP

Financial advisor | growth development directors 
Northwest Mutual

Craig Hulce, CFA

Teaching professor of finance - UWGB


Miranda R. Hoffman, CTFA, CFP

Partner 
Copper Harbor US

David N. Dudek, APMA®, CRPC®

Vice President, Financial Consultant - Charles Schwab
Chris Feutz

Christopher Feutz, CFP®, BFA, ChFC®, APMA®, CEPA®

Financial Advisor                                       Kuttin Wealth Management


Zachary Gilson

Wealth Advisor
Kuttin Wealth Management
Mussie

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