Personal Financial Planning
Schedule
Thu, 12 Mar, 2026 at 08:30 am
UTC-05:00Location
Old Main 102 Belknap and Catlin P.O. Box 2000, Superior, WI, United States, Wisconsin 54880 | Superior, WI
All workshops are in person and available to take individually.
Credit 101 - Facilitated by Ben Peters (3/12/26)
This seminar introduces the benefits and risks of credit cards, key factors to consider when choosing one, and the basics of credit scores and credit card providers.
Learning About Lending - Facilitated by Ben Peters (4/9/26)
This session addresses common lending concerns, walks through the process of securing a car loan, and explains how loans impact your credit profile.
Wealth Accumulation & Retirement Planning - Facilitated by Wendy Otterness and Jacob Pentz (5/7/26 & 6/4/26) (Two-Day Workshop)
Discover how to build long-term wealth through smart investment strategies and confident decision-making. This engaging session explores different types of accounts, mutual funds, and key historical events that have shaped market performance—equipping participants with the tools to grow and manage their money with clarity and confidence.
All sessions run from 8:30am - 3:30pm. CST
Fees:
For Complete Program: $129.00 per workshop day. Total $516.00
Single Workshop Attendee: $149.00 per workshop day.
Please register at: https://cvent.me/5MwvQN
Where is it happening?
Old Main 102 Belknap and Catlin P.O. Box 2000, Superior, WI, United States, Wisconsin 54880Event Location & Nearby Stays:



















