MONROE - The Wealth Management Group at Wisconsin Community Bank will host a myth-busting meeting from 5:15 to 6:15 p.m. on Tuesday, June 10 at the Ludlow Mansion, 1421 Mansion Dr., in Monroe.
The informal gathering will uncover what a wealth management group really does and explain why people don't need $1 million to benefit from wealth management services.
"There's only one way to know if we're a fit for you, delve into the mystery and uncover the facts for yourself," said Ron Spielman, vice president and wealth management advisor at Wisconsin Community Bank.
Unlike a brokerage arena, Wisconsin Community Bank's wealth management clients give the bank complete discretion to buy and sell securities on their behalf, making WMG's role crucial.
Reserve your spot today for a revealing look at wealth management. Call Kay Donahue at (608) 328-4044 by June 6. Space is limited. Snacks and beverages will be served.
Visit www.thewcb.com to learn more about Wisconsin Community Bank or its Wealth Management Group.
The informal gathering will uncover what a wealth management group really does and explain why people don't need $1 million to benefit from wealth management services.
"There's only one way to know if we're a fit for you, delve into the mystery and uncover the facts for yourself," said Ron Spielman, vice president and wealth management advisor at Wisconsin Community Bank.
Unlike a brokerage arena, Wisconsin Community Bank's wealth management clients give the bank complete discretion to buy and sell securities on their behalf, making WMG's role crucial.
Reserve your spot today for a revealing look at wealth management. Call Kay Donahue at (608) 328-4044 by June 6. Space is limited. Snacks and beverages will be served.
Visit www.thewcb.com to learn more about Wisconsin Community Bank or its Wealth Management Group.
