Cassy Wilber - Northwestern Mutual

This Valentine’s Day, let’s talk about the real love story - the one you’re having with your finances! Just like any great relationship, your finances require attention, care, and a bit of chemistry. You deserve to feel financially loved, and I’m here to make sure that happens.

Ready to fall deeper in love with your finances? Join me on February 18 at 6:30 PM for a FREE Valentine’s Day Special to rekindle that spark!

Whether you’re newly smitten or have been together for years, we’ll take time to discuss the 5 Ways to Fall in Love with Your Finances Again:
1) Setting the Mood with Goals
2) Communicating Your Needs
3) Creating a Budget that Works
4) Investing in Your Future
5) Celebrating Milestones

I hope to see you there and please contact me with any questions!
Phone - (262) 806-2093
Email - [email protected]

RSVP here!
https://northwesternmutual.zoom.us/webinar/register/WN_NqR2mi6pTZWnoVQASjJPVw

Last weekend, I had the privilege of hosting a financial seminar focused on the top 3 financial challenges women face. Partnering with the inspiring Chicago Girls Who Walk community made the experience even more impactful. Together, we discussed strategies to overcome financial obstacles, build security, and create a future of empowerment. It was amazing to connect with so many driven women, all committed to financial wellness. Here’s to supporting each other every step of the way!

Chicago Girls Who Walk

Just got back from the Women’s Affinity Summit, and I’m feeling so inspired! It was empowering to connect with incredible women in finance who are driving change and reshaping the industry. From insightful discussions on leadership to strategies for advancing women’s roles in finance, the summit was a reminder of how far we’ve come and how much further we can go. Excited to bring these new ideas back to Northwestern Mutual and continue pushing the envelope!

🌟Reminder for All Employees!🌟

As we approach Open Enrollment, it's a great time to review your employee benefits with a financial advisor. 🧑‍💼

I can help you understand the intricacies of your benefits package, from health insurance to retirement plans, ensuring you make informed decisions that align with your financial goals.

📈 Roth vs. Traditional 401(k): What’s Right for You?

One of the key discussions to have is about your 401(k) options. Understanding these differences is crucial for effective retirement planning.

1. Personalized Guidance: Get tailored advice based on your unique situation and future aspirations.
2. Maximize Your Benefits: Understand how to leverage your benefits for optimal financial health.
3. Long-Term Planning: Discuss how your current benefits fit into your overall financial strategy.

Don’t miss out on this opportunity to enhance your financial well-being! Consider booking a session with me before the Open Enrollment period begins. You can use the link below. Your future self will thank you! 💰✨

https://www04.timetrade.com:443/app/nwmf/workflows/NWMUTUAL-RLPA/schedule?resourceId=ioqee3x51g&appointmentTypeGroupId=b3pw7pkb&appointmentTypeId=mkebupc4

Exciting News!

I’m excited to welcome Bella Bryan as the new Director of Operations & Client Services to my team at Northwestern Mutual! 🎉 With Bella’s expertise in operational excellence and a strong focus on enhancing the client experience, I’m confident she’ll be a driving force in elevating our service and ensuring our clients continue to receive the exceptional care they deserve.

Please join me in giving a warm welcome to Bella as she joins our Northwestern Mutual family!

I had an incredible experience attending the International Manufacturing and Technology Show 2024! It was amazing to see firsthand the latest innovations pushing the manufacturing industry forward. The event reinforced how essential financial planning is in keeping pace with these advancements—from investing in new technologies to ensuring long-term growth and sustainability. As manufacturing continues to evolve, aligning financial strategies with innovation is more important than ever. Excited to bring these insights back and apply them in the world of financial planning for the industry!

Let’s Talk About Your Financial Goals!

Whether you're planning for the future, saving for something special, or just want to feel more confident about your finances, I’m here to help. Clients who’ve met with my team and me have found a lot of value in the conversations we've had, and we're always happy to offer guidance tailored to you.

📅 Interested in a chat? Just scan the QR code to set up a meeting with us at a time that works for you. No pressure & no fee, just a helpful conversation about your financial journey.