Events

Thursday, April 27, 2017 - 10:00am

Getting Certified: Becoming a CPA & CFP® Professional

Come have lunch on Wipfli LLP and Wipfli Hewins, and learn about the various career paths of a Certified Financial Planner™ and a certified public accountant. This session will cover trends in financial services, the value of these certifications in the field and the path to becoming a CFP® or CPA certificant. We’ll also touch on industry tips for résumé writing, networking, interviewing and what to look for when job hunting. Following the presentation, there will be a Q&A and networking session. This event is open to college students and professionals looking for a career change.

 
Wednesday, April 26, 2017 - 3:30pm

The Finance, Fundamentals and Funding of Commercial Real Estate

Understanding commercial real estate is more than just knowing the selling price — trends, interest rates, tax considerations and regulations all play a role in navigating the market. Join our team of panelists from Wipfli LLP, Dream Town Realty and Wintrust Financial Corporation to discuss key considerations for buying and selling, tax planning preparation and funding your commercial real estate investment(s).

 
Tuesday, April 25, 2017 - 3:30pm

Cybersecurity: Protecting Yourself in the Digital Age - Wipfli Hewins

How can you protect your financial standing from fraud? Join us for an impactful presentation exploring the warning signs of identity theft, strategies for safeguarding your information and steps to start on the path to recovery. We are offering a morning and evening session.

 
Tuesday, April 25, 2017 - 6:00am

Cybersecurity: Protecting Yourself in the Digital Age - Wipfli Hewins

How can you protect your financial standing from fraud? Join us for an impactful presentation exploring the warning signs of identity theft, strategies for safeguarding your information and steps to start on the path to recovery. We are offering a morning and evening session.

 
Wednesday, March 15, 2017 - 9:30am

Is Your Policy Up To PAR - Insurance Webinar

A policy review can protect your loved ones for life.

It’s why you purchased life insurance in the first place: to prepare your family for the unexpected. But simply having a policy isn’t enough — people who “set and forget” their life insurance assets may be missing out on valuable opportunities to cut costs and secure better coverage to suit their needs. You can change that. Join the next OneBite® Webinar to learn how a policy audit and review (PAR) can help ensure your life insurance protection is the right fit for you, your family or your business — now and in the future.

Thursday, January 26, 2017 - 5:30am

Money Matters for Women Wipfli Hewins

Join us at the Missoula Country Club for an evening of appetizers, drinks and engaging conversation on financing for your future. Presenters from Wipfli Hewins Investment Advisors and Wipfli LLP will explore fundamentals of educating yourself about investments and discuss tools to help you confidently establish long-term financial wellness, including building a smart, efficient investment plan. Come learn some key financial objectives that every woman should have at the forefront of her financial picture – both short and long term.

Location: 
Missoula Country Club
3850 Old US Highway 93
Missoula, MT 59804
Wednesday, October 26, 2016 - 11:30am
Wednesday, October 5, 2016 - 6:30pm

Retire With Confidence - Montana Wipfli Wipfli Hewins Event

Join us at the Missoula Country Club for an evening of appetizers, drinks and engaging conversation about retirement readiness. Presenters from Wipfli LLP and Wipfli Hewins Investment Advisors will share strategies you can use to stretch your savings and achieve the retirement you’ve always wanted. Bring a friend and learn how you can retire with confidence!

Wednesday, July 20, 2016 - 1:00pm

OneBite Webinars Logo Powered by Hewins Financial

Are you truly prepared for your dream retirement?

The key to making your savings last isn't just what you have — it's how well you manage your cash flow. Join our next OneBite™ Webinar to learn how you can make the most of your money and achieve the retirement you’ve always wanted.

Thursday, June 23, 2016 - 7:00pm

Retirement On Canvas - Wipfli Hewins Special Event

Join us at Painting with a Twist in Media, PA for an engaging evening filled with painting, wine and conversation. This interactive painting class will be paired with a discussion, led by Cassandra Latsios, on how women can enhance their financial lives and prepare for retirement. Enjoy this exceptional experience that you will not soon forget! For more details, see below:

Wednesday, May 25, 2016 - 2:45pm

Wipfli Hewins Business Strategies Roundtable Twin Cities Business

Creating an engaging and valuable experience can excite your customers, motivate your employees, and establish your brand. With the right strategy in place, you can transform and elevate your long term business objectives.

Join us at the Business Strategies Roundtable where we will hear from Twin Cities business leaders and innovators about the latest trends in customer and employee experience, as well as real-life examples of retention, recruitment, and profitability.

Tuesday, April 26, 2016 - 8:00am

SKILL Summit 2016 Hewins Financial Wipfli Hewins

In support of our mission to deliver enhanced value and service to our clients, our firm will be attending the fifth-annual SKILL Summit from April 26-28 in Chicago, IL. Hosted in the Gleacher Center at The University of Chicago Booth School of Business, the SKILL Summit is an internal training seminar designed to improve our knowledge surrounding the processes, tools and technology needed to better serve your financial goals.

Our offices will be closed throughout the three-day duration of the seminar, but we will still be available to answer any questions you may have. Please continue to reach out to your personal advisory team. We apologize in advance for any delays and will respond as soon as possible.

Monday, April 25, 2016 - 8:00am

Wipfli Hewins Hosting Money Smart Week April 25, 2016

On April 25th, in coordination with Money Smart Week®, we will be hosting a series of financial education seminars in downtown Chicago on the University of Chicago's campus (Gleacher Center). Money Smart Week is an annual national public awareness campaign to promote personal financial health and literacy. Started by the Federal Reserve Bank of Chicago in 2002, Money Smart Week grew to nearly 5,000 events across all 50 states in 2015.

The topics for our seminars will include: financial lessons for kids, the cost of identity theft, real estate, careers in financial planning, and banking. You can read more about our seminars and register for a session below (there is no cost for any of the sessions):

Wednesday, February 10, 2016 - 1:00am

OneBite Webinars Logo Powered by Hewins Financial

What can take a big bite out of even the best investment returns?

Taxes. Join us for the next segment of our OneBite Webinar™ series, where you'll see just how much taxes can drag down investment growth, and discover strategies that can help you achieve next-level tax efficiency, today.

Friday, October 23, 2015 - 8:00am
Invest in Yourself: Women and Wealth

Join us downtown at the Woman's Club of Minneapolis for a special presentation about women and wealth. This networking breakfast includes delicious food and an educational discussion on how women can plan for their future and enhance their financial lives. We hope to see you there!

Sunday, October 11, 2015 - 5:15pm
Science of Brewing and Investing

Bring a friend or family member (must be 21+), and join us for an afternoon of engaging conversation, a special presentation on investing science, and a fun brewing lesson (and tasting!) from Tin Whiskers and their craft beer experts. As a valued relationship, we want to give you a fun and exceptional experience that you will not soon forget!

Thursday, October 8, 2015 - 5:30pm
A Perfect Pairing Special Event

Join us at Vosges Haut-Chocolat in Lincoln Park for an engaging evening filled with chocolate, wine, and conversation. This interactive chocolate & wine tasting will be paired with a presentation on how women can enhance their financial lives. Enjoy this exceptional experience that you will not soon forget! For more details, see below:

Thursday, May 28, 2015 - 3:00pm
Small Business Strategies Roundtable

In alliance with Twin Cities Business Magazine and Wipfli LLP, we are excited to announce the Small Business Strategies Roundtable on Thursday, May 28th at the St. Paul Hotel. Patrick Brault (Wipfli Hewins) and Charles Palmer (Wipfli LLP) will be co-moderating a panel comprised of four business leaders across various industries and stages of business growth.

The panel will share the ways their companies have become successful, while discussing best practices and mistakes to avoid while growing your business. They will also address strategies and next steps your company should make for growth, including information about acquisitions and divestitures, financing growth, innovation, leadership, succession planning and talent attraction and retention.

Thursday, May 14, 2015 - 5:30pm
A Different Way to Invest

Join Wipfli Hewins for an engaging seminar focused on the benefits of a time-tested investing approach, pioneered by Dimensional Fund Advisors.

Jack Nicholson, Regional Director at Dimensional Fund Advisors, will serve as the event’s keynote speaker. A thought leader in capital markets and investment theory, Nicholson will discuss key concepts behind Wipfli Hewins' and Dimensional’s investment philosophies, and how these methods can help you build wealth.

Wednesday, May 13, 2015 - 5:30pm
A Different Way to Invest

Join Wipfli Hewins for an engaging seminar focused on the benefits of a time-tested investing approach, pioneered by Dimensional Fund Advisors.

Jack Nicholson, Regional Director at Dimensional Fund Advisors, will serve as the event’s keynote speaker. A thought leader in capital markets and investment theory, Nicholson will discuss key concepts behind Wipfli Hewins' and Dimensional’s investment philosophies, and how these methods can help you build wealth.

Tuesday, May 12, 2015 - 5:00pm
A Different Way to Invest

Join Wipfli Hewins for an engaging seminar focused on the benefits of a time-tested investing approach, pioneered by Dimensional Fund Advisors.

Jack Nicholson, Regional Director at Dimensional Fund Advisors, will serve as the event’s keynote speaker. A thought leader in capital markets and investment theory, Nicholson will discuss key concepts behind Wipfli Hewins' and Dimensional’s investment philosophies, and how these methods can help you build wealth.

Tuesday, April 28, 2015 - 8:00am
SKILL Summit 2015

To deliver greater value and service to our clients, our firm will be attending the fourth-annual SKILL Summit from April 28-30 in Chicago, IL. Hosted in the Gleacher Center at The University of Chicago Booth School of Business, the SKILL Summit is an internal training seminar designed to enhance our knowledge surrounding the processes, tools and technology needed to better serve your financial goals.

Our offices will be closed throughout the three-day duration of the seminar, but we will still be available to answer any questions you may have. Please continue to reach out to your personal advisory team; we apologize in advance for any brief delay, and we will respond as soon as possible.

Tuesday, March 10, 2015 - 5:00pm
Join us for an evening of beer tasting, hors d’oeuvres and engaging conversation to help us celebrate our valued relationships. Feel free to bring guests!
 
Where: The Tap Room | 320 N. Broadway | Green Bay, WI 54303
More details to follow
 
Saturday, January 17, 2015 - 12:00pm

From recent tax law changes to poor economic conditions, today’s investors are confronted with a multitude of challenges when developing their financial plan. This year, the AICPA’s Advanced Personal Financial Planning Conference, hosted at the Bellagio Hotel in Las Vegas from January 19-21, will focus on providing advisors with the tools and skills needed to help navigate these challenges.

Pam Schneider, Partner and Director of Estate Planning at Wipfli LLP, will serve as a featured instructor and discussion leader for “Implementing Personal Financial Planning Services: Plans for Success,” one of the conference’s specialized seminars.

Pam has addressed clients’ needs from an integrated perspective for over a decade, incorporating tax planning and preparation, financial and estate planning and investment advisory to offer a comprehensive approach to their financial health.

To ensure that other CPAs serve their clients with the same standards, Wipfli Hewins Investment Advisors — Wipfli’s investment advisory affiliate — founded OnCue Wealth Management Solutions, a consulting practice for CPA-based wealth management firms.

Friday, December 12, 2014 - 8:00am
Nate Wenner, our Regional Director in Minneapolis, will be sharing best practices for navigating this issue at the 2014 Succession Planning Summit for Real Estate and Private Business on December 12th in Golden Valley, MN. His panel will discuss topics related to retirement, family office development and personal wealth management.
 
 
Sunday, October 26, 2014 - 9:00am

Join us for our Apple Orchard Family Outing at the Minnetonka Orchards on October 26th.  Bring your kids and grandkids for apple picking, lunch, hay rides, a petting barn, and more. Every child 12 and under will receive one ticket for face painting and the apple express cart ride.

Thursday, October 23, 2014 - 6:00pm

Join the Bay Area team at AutoVino is a state-of-the-art club featuring a collection of fine automobiles and barrels of the owners' Woodside Vineyards vintage wine. It showcases four unique room experiences: a club room, a barrel room, a cigar room and a showroom floor where we will host hors d'oeuvres, drinks and personal wine tasting.

 
Tuesday, October 14, 2014 - 3:00pm

Ignite St. Paul Business ForumWhen it comes to running a business, there are two types of threats: the visible and the invisible. At this year’s Ignite St. Paul Business Forum, our panel of Financial Advisors, Risk Management specialists and Fraud & Forensic experts will help you protect yourself as a business owner—both inside and outside of your business. Plan for what you can see, and prepare for what you can’t.

Tuesday, October 7, 2014 - 6:00pm

Join us for an evening of hors d'oeuvres, cocktails, & conversation with Wipfli Hewins at the Granite Peak Ski Chalet.

Saturday, September 27, 2014 - 9:00am

Step Out Walk to Stop Diabetes Wipfli Hewins

Come join the Wipfli / Wipfli Hewins Team for a fun few hours of team activities, walking, and celebrating the fundraising efforts of the American Diabetes Association (ADA) on General Mills Campus in Golden Valley, MN. More than 1 in 6 children (and 1 in 3 adults) have Diabetes or Pre-Diabetes in Minnesota, and the funds raised will be used on critical research projects focused on prevention and a cure, as well as providing assistance to the over 26 million Americans affected by this disease. Learn more about our team at http://bit.ly/WHIATeam 

Tuesday, September 23, 2014 - 6:00pm

Wipfli Hewins Western Wisconsin Event

Tuesday, September 23, 2014 - 12:00pm
Join us for an intimate discussion and gain fresh insights into estate planning, preparing and managing your trust, and protecting your assets. We’ll help you get a deeper understanding of the investment strategies for estate planning and how the new tax laws could affect how you structure your estate. 
Estate Planning Event Invite Hewins Schwab
Wednesday, September 17, 2014 - 10:00am

AdviceIQ, a financial data and publishing company, is hosting the inaugural National Financial Advisor Week (NFAW) in New York City to recognize the work that financial advisors do and to provide valuable resources to investors of every experience level. Hewins Financial, a national, CPA-based financial advisory firm, is participating. Consultant Karl Schwartz will be a speaker on the “What Can a Financial Advisor Do for Me?” panel on Wednesday, September 17.

NFAW offers free registration to investors, including panel discussions, professional networking events and one-on-one advice sessions.

Tuesday, May 6, 2014 - 6:00pm

Wipfli Hewins Investment Advisors, LLC and Wipfli LLP will be hosting an Open House at their new office in Duluth. Come celebrate with us at our new location at 1502 London Road, Suite 200. You can find parking inside of our lot and The Lakewalk Surgery Center & Rose Garden parking lots will also be available for parking. Please call 218.740.3912 to RSVP.

Thursday, January 23, 2014 - 8:00am

 

Strategy. Knowledge. Innovation. Learning. Leadership. In an effort to bring you better services and enhance our knowledge, we are taking two days out of our normal schedules to attend our bi-annual internal training conference, the SKILL Summit, hosted at the ARIA Resort & Casino in Las Vegas, NV. During the Summit some of the important themes we will discover include: Adding Value Beyond Performance, the Importance of Integrated Services, and the Digital Client Experience. The knowledge we will attain will help us be better at what we strive to do- support your financial goals and dreams. To learn more about our event please visit our event page. 

Thursday, October 24, 2013 - 6:00pm

Join Hewins Financial Advisors at our 2013 Client Appreciation Event! Bring a family member or friend to AutoVino, where you'll enjoy an entertaining evening of great food, an engaging chocolate tasting experience, and beautiful classic cars. AutoVino is a state-of-the-art club featuring a collection of fine automobiles and barrels of the owners' Woodside Vineyards vintage wine. Our featured guest, Sunita de Tourreil, Curator and Chief Garagista of the Chocolate Garage, will be showcasing eight distinctive chocolate tastings, paired with a variety of fine liquors.

Thursday, October 24, 2013 - 5:00pm

Join the Women's Impact Network (WIN) and Wipfli LLP on Thursday, October 24th at 5:00PM for a fun night filled with cocktails, door prizes, and a dinner emulating your financial journey.

At Joey C' Cucina & Cocktails we will be navigating through a progressive dinner with 4 unique Cooking Stations. Along the way you will receive a passport to mark your journey, insight on achieving financial success, and a few prizes for your cooking needs!

Thursday, October 10, 2013 - 5:00pm

Bring a family member or friend and enjoy a special night with us at the University Club. Our key note speakers, Robert Cedergren, CPA, and Patrick Brault, CPA, CTFA, will discuss the important issues of protecting your identity as well as financial & investment planning in the digital age. It is an honor to serve our clients, and we want to show our appreciation.

Wednesday, October 9, 2013 - 6:00pm

Bring a guest and come celebrate with us at the Minneapolis Institute of Arts for a fun night filled with live music, crafted cocktails, fine food, and great conversation. During the night, we will have door prizes and even art tours available if you would like to see the MIA's new exhibit: "The Audacious Eye: Japanese Art from the Clark Collections".

Thursday, October 3, 2013 - 5:00pm

Bring a family member or friend and enjoy a special night with us at the Lake Wissota Golf Club. Our key note speakers, Robert Cedergren, CPA, and Patrick Brault, CPA, CFTA, will discuss the important issues of protecting your identity as well as financial & investment planning in the digital age. It is an honor to serve our clients, and we want to show our appreciation.

Wednesday, September 25, 2013 - 11:00am

The Informed Investor Seminar Series aims to provide valuable timely information to help investors manage their financial lives. This seminar will discuss important tax law changes and provide strategies for you and your family for tax-managed investing. If you are interested in attending, please contact us.

Wednesday, September 18, 2013 - 11:00am

The Informed Investor Seminar Series aims to provide valuable timely information to help investors manage their financial lives. This seminar will provide strategies and resources available to you and your family to help provide for elder care. If you are interested in attending, please contact us.

Thursday, September 12, 2013 - 5:00pm

It is an honor to serve our clients, and we want to show our appreciation. Bring a family member or friend and enjoy a special night with us at the Kitchi Gammi Club. Our key note speakers, Robert Cedergren, CPA, and Patrick Brault, CPA, CFTA, will discuss the important issues of protecting your identity as well as financial & investment planning in the digital age.

Thursday, August 29, 2013 - 12:00pm

Our Invest in Yourself luncheons are an educational series that highlight some of the tools that can make a difference to you and some of the ways that we at Hewins can help you utilize those tools.

Join us Thursday, August 29th, from 12:00PM to 1:30PM for lunch and to discuss how to physically, mentally, and financially prepare for a long life. Our guest speakers include Certified Personal Trainer and bootcamp founder, Brien Shamp, as well as Victoria A. Viso, Vice President of Triplett Financial & Insurance Services.

Tuesday, July 16, 2013 - 12:00pm

Our Invest in Yourself luncheons are an educational series that highlight some of the tools that can make a difference to you and some of the ways that we at Hewins can help you utilize those tools.
Join us July 16th at 12:00PM for lunch and to learn about many of the options, strategies and resources available to you and your family to help provide for elder care. Featured speakers include financial advisor Janice Deringer, as well as Julie Nimnicht, J.D., a specialist in Elder law, and Pam Naito, MSW, a specialist in geriatric care management. Contact us for details.

Monday, June 24, 2013 - 8:00am

From June 24th to June 26th Hewins Financial and Wipfli Hewins came together at our first biannual SKILL Summit, where we reviewed some of our team members' and industry’s best practices in Strategy, Knowledge, Innovation, Learning and Leadership.
Along with many esteemed guests and Cue WMS partners, we hosted notable presenters such as renowned speaker Mitch Anthony and thought leader Jack Nicholson of Dimensional Fund Advisors. 
Here’s to another great 6 months.

Wednesday, May 29, 2013 - 11:00am

The Informed Investor Seminar Series aims to provide valuable timely information to help investors manage their financial lives. This seminar will provide strategies and resources available to you and your family to help provide for elder care. If you are interested in attending, please contact us.

Tuesday, April 30, 2013 - 4:00pm

The Invest in Yourself Luncheon series is dedicated to empowering women in their financial and personal lives. At the April 30 event speakers will share insights into staying on track with your personal and financial goals. Featured speakers are financial advisor Lisa Berlage, as well as Dorothy Bock and Elaine Hirschenberger, co-founders of Womanspace, an Illinois-based not-for-profit corporation. Contact us for details.

Monday, April 29, 2013 - 4:00pm

The Invest in Yourself Luncheon series is dedicated to empowering women in their financial and personal lives. At the April 29 event, financial advisor Janice Deringer will discuss how best to evaluate your financial and investment program. Guest speaker Elida Rivera, a horticulturist with All Oregon Landscaping, will share how to personalize and soften your outdoor spaces. Contact us for details.

Thursday, March 14, 2013 - 4:00pm

Hosted by Hewins Financial featuring a special presentation by Joel Fleishman, author and renowned philanthropy expert, on his latest book, Give Smart.