Nicolet Wealth Management Webinar Series: April 10, 2020
Anthony Wilhelms talks with Adam Longlais and Jake Klaus about the economy and how the CARES Act affects our clients and their portfolios.
Topics discussed:
- Guests: Jake Klaus and Adam Longlais
- Who gets a check and who doesn’t?
- What are other countries doing and how should be invest?
- How does this affect Charitable Contributions?
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Investment and insurance products:
Are Not FDIC Insured
May Lose Value
Are Not Bank Guaranteed
Are Not Deposits
Are Not Guaranteed by Any Federal Government Entity
Are Not a Condition to Any Banking
Service or Activity
Nicolet Wealth Management is a brand name that refers to Nicolet National Bank and certain of its departments and affiliates that provide investment advisory, trust, retirement planning and insurance services.
Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank. Nicolet Advisory Services, LLC recommends the brokerage and custodial services of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is not affiliated in any way with Nicolet National Bank or its affiliated companies.
Trust services are offered through Nicolet National Bank, a national bank with trust powers. Trust services utilizes SEI Private Trust Company (SPTC) as its custody provider. SPTC is not affiliated in any way with Nicolet National Bank or its affiliated companies.
