We had a great turnout for our March Basketball Contest! A total of 209 participants entered our multiple-choice questionnaire asking them to predict, for example, the #1 seed in the men's tournament, the #5 seed in the women's tournament, who will score the most points for the Badgers in the tournament, and more. The top three individual entries and the top three family entries (a family entry is three or more individual entries tied together with a team name) received prizes. Check out the … [Read more...]
2024 February Wills & Trust Webinar (Virtual)
Watch our Wills & Trusts Webinar hosted by Thomas Vercauteren and Robert Hameister of Boardman & Clark LLP. Estate planning can be a complicated process with several misconceptions and one-size-fits-all approaches. This presentation aimed to provide clarity on two of the most widely used estate planning tools - Wills and Trusts. By watching this presentation, you can get a better understanding of these tools and decide which one is the best fit for you. This event has passed, but you … [Read more...]
2024 January Market Outlook Webinar (Virtual)
Watch our 2024 Market Outlook Webinar hosted by Chris Dillon of T. Row Price! Chris Dillon, an investment specialist at T. Rowe Price, shared what T. Rowe Price thought the market would look like in 2024. Chris has been working at the company since 2006 and now holds the position of Vice President at T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. During his tenure at the company, he has worked with various teams such as municipal bonds, emerging market debt, and international … [Read more...]