For the second straight year, we partnered with Money Smart Week® to host a series of financial education seminars. Money Smart Week is an annual national public awareness campaign to promote personal financial health and literacy. This year our seminar topics included: financial lessons for kids, cybersecurity protection, commercial real estate, careers in finance and money management for women.
Read below to see a recap of each of our events:
Smart Teens, Smart Money
We’re on a mission to make financial literacy fun — and what better way to test our expertise than with a presentation to more than 350 middle-school students? After the session, we also challenged students to put their financial prowess to the test by participating in a contest. Learn more about one of our most exciting Money Smart Week events to date:
Cybersecurity: Protecting Yourself in the Digital Age
How can you protect your financial standing from fraud? Learn about the warning signs of identity theft, strategies for safeguarding your information and steps to start on the path to recovery. We offered a morning and evening session. Click below to learn more about each session:
The Finance, Fundamentals and Funding of Commercial Real Estate
Our team of panelists from Wipfli LLP, Dream Town Realty and Wintrust Financial Corporation discussed key considerations for buying and selling, tax planning preparation and funding your commercial real estate investment(s).
Getting Certified: Becoming a CPA and CFP® Professional
College student interested in a financial career? Interested in a career change? This session covered the various career paths of a Certified Financial Planner™ and a certified public accountant (CPA), as well as trends in financial services, the value of these certifications in the field and the path to becoming a CFP® or CPA certificant.