Attend one or attend all! Join us for a series of sessions to learn the ins and outs of financial planning and investing. Attend live in person at our Wausau campus, or virtually at our Phillips, Antigo, Medford, Spencer or Wittenberg campus!
Registration Fee: $10/session
September 26 - Retirement By Design
Thinking about retirement can bring some questions to mind: What will I do when I retire? Am I saving enough? Will I even be able to retire? Join us for our presentation, Retirement by Design. We’ll discuss how you can translate your vision for retirement into tangible goals. Whether you are 10 or 40 years from retirement, you’ll learn investment strategies you can use now to help design the retirement you want tomorrow
October 10 - Ready or Not? Preparing for the Unexpected
Life is full of surprises. A job loss, prolonged illness or unexpected death of a family member can have a big impact on your family and your financial situation. Join us for Ready or Not? Preparing for the Unexpected to discover how to put yourself in a better position to keep your financial strategy from veering off course. You’ll learn: Risks you may not be aware of, strategies or tools for addressing those risks, life changes that may require you to review your strategy. Though you can’t predict the unexpected, you can prepare for it. During this presentation we’ll show you how.
October 24 – Simplify Your Spending and Saving Strategies
Simplify Your Spending and Saving Strategies presentation can help you bring balance to your budget. You’ll learn more about setting personal financial goals, balancing saving, spending and borrowing to help achieve your goals, strategies for controlling debt and improving credit scores, and practical savings options for now through retirement.
November 7 - Foundations of Investing
Building your investor IQ starts with understanding the basics. Whether you are new to investing or need a refresher, our Foundations of investing presentation will help you learn about the importance of developing a strategy, the impact of asset allocation, and the influence of inflation on your long-term goals.
Meet Our Presenter: Paul Dau
Paul Dau is a Financial Advisor with Edward Jones where he partners with his clients through life's changes, surprises, and successes to ensure they are always set for their definition of success. He holds his FINRA 7 and 66 registrations as well as Life, Accident, and Health Insurance Agent License. He started his career with a passion for teaching others and seeing the need for financial education and guidance in our community – through his work with Edward Jones, he is able to provide financial education classes at multiple local businesses, organizations, and schools. Paul grew up in Rothschild and now lives and works in Wausau with his wife and three children and is very active in his community, serving on the board of directors for Wausau Events and the Wausau Nordic Ski Club in addition to sitting on the Advisor Committee for the Northcentral Technical College school for Small business and Entrepreneurship.