2021: Take Your Financial Pulse Webinar

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Name: 2021: Take Your Financial Pulse Webinar
Date: February 16, 2021
Time: 9:00 AM - 10:30 AM CST
Registration: We're sorry, registration for this event has closed.
Event Description:
Fox Cities Young Professionals: It's time to take your financial pulse!
 
Money talks February 16 at the first Pulse D.I.G. event of 2021. Four expert panelists will share their top tips about retirement, investing, insurance, student loan debt, taxes, home ownership, and more. There will be plenty of time for Q&A, too, so bring all the money questions that are burning a hole in your pocket!

Register Now! 

Featured Speakers: 
 

Tom Dugandzic – Northwestern Mutual
I grew up in Waterford, WI and have been in the Fox Valley for 4 years after graduating from Marian University in 2017. I live in the Appleton area with my wife, Mikayla and our 3 year old yellow lab named Cash.
 
I have been with Northwestern Mutual since May of 2016 as a Financial Advisor as well as a College Unit Director. I recently passed my "Retirement Income Certified Professional" designation and will be starting my CFP course in 2021. I have a full time Associate Financial Representative on my team to assist with our growing practice and enhance the experience of our clients.
 
Lastly, My wife and I enjoy traveling and spending time with family and friends. I love baseball and enjoy golfing during the summertime. We like volunteering in the community and are members of Pathways Church in Appleton.
 


Chase Vande Yacht –Tax Management Services, INC
Chase graduated from UW-Milwaukee with a double major in Finance and Operations Management. He joined Tax Management Services (TMS) in 2012. He has been in financial and tax industry since 2010, becoming a partner at TMS in 2017. TMS has been in business since 1992 and has four locations around Green Bay and the Fox Valley. Annually they prepare 8,000+ tax returns and manage over $500 Million of their client’s assets.
 
Personally, Chase enjoys spending most of his time with family and friends including his girlfriend, Mia, and two rescue dogs, Stoli and Willie. Hobbies include spending time up north, boating, golfing, snowmobiling, playing softball, hunting and just being in the outdoors. He is also a diehard Green Bay Packers fan, attending as many games as he can.
Chase has worked with many service organizations in the Fox Valley and Green Bay area and prides himself on maintaining and growing those relationships. Along with those organizations he sits on two boards, The First Tee of North East Wisconsin, and Civic Symphony of Green Bay.
Chase re-lives his dream daily by being a Wealth Advisor for TMS.  Seeing how he can best help his next client either save money or better plan for their future are what he enjoys most.  He puts himself in the shoes of each client and asks what he can do to make their situation better.
 

Marit Ulness – Ulness Health
Marit Ulness graduated from UW-Stevens Point in 2008 and joined her family's business in 2011.  She has been helping people navigate their health insurance options ever since.  Her favorite part of the job is getting to meet people from all different walks of life and getting to hear their stories.  Marit is a mom to three boys and can normally be found in an ice rink watching hockey.
 

Erik Hosking – Hosking Insurance Agency, LLC
Erik Hosking is the founder of Hosking Insurance Agency, LLC and State Farm Agent since February of 2016. With two locations in the Fox Valley and insuring all of Michigan and Wisconsin Erik and his team have consistently helped more clients switch to State Farm in Wisconsin than any other agent for 5 years running. Hosking Insurance Agency, LLC believes in two core values; Trust and Value. Keys to his Agency success have always been educating clients, empowering team-members, and community involvement.
 
As a father of 3 and 4th on the way Erik and his Wife Rachel are active with their church, volunteer in the community, and kid’s school. As a small business owner he believes it’s important to support local and give back to his community. “Like A Good Neighbor” is not just a State Farm slogan in Erik’s office but an office mission statement.
 
12 years of first-hand experience helped Erik appreciate the importance of insurance choices you make. The choices we make today can impact you and your family for years. There are many options when it comes to insurance companies and it has never been easier to buy insurance. The recurring issues we see clients make is the lack of understanding that goes into buying coverage. This is where our core values Trust and Value help separate our agents from our competitors. With 13 licensed Agents, Erik’s team has over 30 years of combined insurance and claims experience.

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A Pulse Young Professionals Network - Develop, Inspire, Grow! (D.I.G.) Enrichment Event
$20/person or FREE to all Pulse members (become a member here)
For more information, contact:
Jayme Sellen,
jsellen@foxcitieschamber.com
Location:
Zoom Webinar - a link to this webinar will be sent out on February 15th to all who register ahead of the event. 
Date/Time Information:
Tuesday, Feb. 16
9-10:30 a.m.
Contact Information:
Jayme Sellen
Fees/Admission:
$20/person or FREE to all Pulse members (become a member here)
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