Fond du Lac County - MoneySmart Week Events
 
 
Fond du Lac County - MoneySmart Week Events

Please use this page to find events and activities in your community.  It has been set up for your convenience.  We hope you take part in Money Smart Week and improve your money skills. 

Area Chair/Contact

Name of Chair:  Michelle D. Tidemann
Affiliation: University of Wisconsin-Extension
Email: michelle.tidemann@ces.uwex.edu
Phone: (920) 929-3174

Name of Chair: Tammy Matzdorf
Affiliation: Consumer Credit Counseling Service
Email:tammycccssheb@yahoo.com
Phone:(920) 907-4344 (Fond du Lac)
(920) 458-3784 (Sheboygan)

List of Wisconsin planning teams and members  (PDF) 




Fond du Lac County Events

Filter Events by Category

October 2, 2010
Fond du Lac
Shred Fest
Bring your outdated financial records for destruction to the "Shred Fest."  A shredding truck will be on site to destroy these records immediately. There will be a maximum of 3 boxes accepted per person.
October 2, 2010
Fond du Lac
The Big Read: Fond du Lac
Learn to Save at the Big Read! Kids will receive a free copy of the phenomenally popular Little Critter book "Just Saving My Money." Parents can sign up children 8yrs  and younger for this event, which includes a story time, songs and other fun activities.
October 2, 2010
Brandon
The Big Read: Brandon
Learn to Save at the Big Read! Kids will receive a free copy of the phenomenally popular Little Critter book "Just Saving My Money." Parents can sign up children 8yrs  and younger for this event, which includes a story time, songs and other fun activities.
October 2, 2010
Campbellsport
The Big Read: Campbellsport
Learn to Save at the Big Read! Kids will receive a free copy of the phenomenally popular Little Critter book "Just Saving My Money." Parents can sign up children 8yrs  and younger for this event, which includes a story time, songs and other fun activities.
October 2, 2010
Ripon
The Big Read: Ripon
Learn to Save at the Big Read! Kids will receive a free copy of the phenomenally popular Little Critter book "Just Saving My Money." Parents can sign up children 8yrs  and younger for this event, which includes a story time, songs and other fun activities.
October 2, 2010
Fond du Lac
How to Raise a MoneySmart Child
Giving your children or grandchildren a primer on money-management skills can have a positive effect their entire lives.  Invest your time today to benefit your family's future.  During this seminar, you'll learn how to start teaching your child or grandchild about financial goal-setting, self-discipline and the basics of making wise money choices. 
October 2, 2010
Fond du Lac
Money Saving Ideas from the Country Doctor

Ideas on how to save money on your health-care bills through preventative medicine and simple approaches to take care of ourselves more naturally.  How can we look at the lines in our faces, the spots on your fingernails and the furrows in our tongue to give us an indication of what we need to support and address in our bodies.  Other ideas shared: the color of your eyes and what it tells us, and a short history of natural medicine.

October 2, 2010
Fond du Lac
Family Moolah Day Kick Off
Drop in for a full day of fun for the whole family, with a Money Smart Treasure Hunt, play bingo, visit Winnie the  Fox, earn prizes and enjoy treats.  For all ages.
10:00 am   The Big Read
11:00 am  Moolah Quiz Awards
Noon:  Penny the Pig
1:00 pm - 2:00 pm  Dollar and Cents Trivia Wheel
                                    Moolah Bingo
                                    Meet Ben Franklin
October 2, 2010
Fond du Lac
Penny the Pig
If you're looking for ways to teach your children about spending and saving money, you should attend this session.  Start the discussion about spending, saving, investing and donating.  Children ages 3 - 10 attending with a parent/guardian will receive a Penny the Pig bank.
 
October 2, 2010
Campbellsport
How To Raise a Money Smart Child
Giving your children or grandchildren a primer on money-management skills can have a positive effect their entire lives.  Invest your time today to benefit your family's future.  During this seminar, you'll learn how to start teaching your child or grandchild about financial goal-setting, self-discipline and the basics of making wise money choices. 
October 4, 2010
Fond du Lac
Understanding Wills, Trusts and Powers of Attorney
Philip Shepherd is an attorney specializing in estate planning. If you have ever wondered why, or if you need a will, this presentation is for you. He will explain the reasons and realities behind the documents. He will discuss wills, trusts and financial and health care powers of attorney. He also will look at how these documents and others can help avoid court proceedings such as probate and guardianships. There will be plenty of time for discussion and questions.
October 4, 2010
Fond du Lac
Long-term Care and Health Care Reform
The session will cover preparing yourself for the unexpected and long-term health care issues and how the changes in Health Care Reform will affect consumers. You'll learn if long-term care is the right fit for you.
October 4, 2010
Ripon
How to Raise a Money Smart Child
This seminar will provide great tools and techniques for talking with children and grandchildren about money.
October 4, 2010
Ripon
Making Sense of Retirement
This seminar will help participants make informed decisions about retirement. They will gain a better understanding of the five-step planning process, analyze their current pre-retirement situation and understand the importance of consulting a professional to help them prepare for retirement.
October 4, 2010
Fond du Lac
Outlook and Opportunities: Tackling Tough Questions
This seminar will share strategies for managing current investment risks while still working to address your long-term needs. Discussion will cover the questions: What if interest rates go up? What if the deficit gets worse? How will health-care legislation impact me?
October 4, 2010
Fond du Lac
Investing and Estate Planning
This session will cover the basics of investing and estate planning.
October 4, 2010
Ripon
Understanding Wills, Trusts and Powers of Attorney
Philip Shepherd is an attorney specializing in estate planning. If you have ever wondered why, or if you need a will, this presentation is for you. He will explain the reasons and realities behind the documents. He will discuss wills, trusts and financial and health care powers of attorney. He also will look at how these documents and others can help avoid court proceedings such as probate and guardianships. There will be plenty of time for discussion and questions.
October 4, 2010
Campbellsport
Long-term Care and Health Care Reform
The session will cover preparing yourself for the unexpected and long-term health care issues and how the changes in Health Care Reform will affect consumers. You'll learn if long-term care is the right fit for you.
October 4, 2010
Fond du Lac
Estate Planning Basics for Everyone
What is estate planning? Who needs it? Why is it important? What does it do? What are the documents that everyone should have? Can estate planning save taxes? Learn the answers to these and other questions about estate planning.
October 4, 2010
Oakfield
Understanding Wills, Trusts and Powers of Attorney
Philip Shepherd is an attorney specializing in estate planning. If you have ever wondered why, or if you need a will, this presentation is for you. He will explain the reasons and realities behind the documents. He will discuss wills, trusts and financial and health care powers of attorney. He also will look at how these documents and others can help avoid court proceedings such as probate and guardianships. There will be plenty of time for discussion and questions.
October 4, 2010
Brandon
Understanding Wills, Trusts and Powers of Attorney
Philip Shepherd is an attorney specializing in estate planning. If you have ever wondered why, or if you need a will, this presentation is for you. He will explain the reasons and realities behind the documents. He will discuss wills, trusts and financial and health care powers of attorney. He also will look at how these documents and others can help avoid court proceedings such as probate and guardianships. There will be plenty of time for discussion and questions.
October 4, 2010
Fond du Lac
Lessons I Have Learned to be a Successful Investor
Discussion of the fundamentals of investment that Kemp has employed as his own financial manager. These investment principles have enabled Kemp to build and maintain a successful financial portfolio into his retirement years.
October 4, 2010
Fond du Lac
Plan for the Future Today
This presentation will be geared to people who recently have entered the work force or who recently switched jobs/careers. It will focus on how they should handle their money, what is a 401-K, how to use credit wisely and how they can start planning for retirement NOW.
October 4, 2010
Ripon
Long-term Care and Health Care Reform
The session will cover preparing yourself for the unexpected and long-term health care issues and how the changes in Health Care Reform will effect consumers. You'll learn if long-term care is the right fit for you.
October 4, 2010
Fond du Lac
Estate Planning for Parents of Young Children
What happens to your children if you are gone? Why is it important to name a guardian? How can you safeguard your children's inheritance? Who manages their inheritance? Learn the answers as well as what steps parents with young children need to take.
October 5, 2010
Fond du Lac
Turning Your Ideas into Income

Turning your ideas into a business opportunity can often seem daunting.  However, getting the right start can make the difference between success or failure.  Budding entrepreneurs will discover several beginning concepts, strategies and tools that will get them on the right footing for moving their idea to reality.  Focus will be on proven early steps entrepreneurs can take to achieve their business dreams.  Participants will learn whether they are ready to start a business, options for assembling a business plan, ideas for conducting market research, financing and various useful tools and resources for honing and testing a business idea.

October 5, 2010
Campbellsport
Turning Your Ideas into Income

Turning your ideas into a business opportunity can often seem daunting.  However, getting the right start can make the difference between success or failure.  Budding entrepreneurs will discover several beginning concepts, strategies and tools that will get them on the right footing for moving their idea to reality.  Focus will be on proven early steps entrepreneurs can take to achieve their business dreams.  Participants will learn whether they are ready to start a business, options for assembling a business plan, ideas for conducting market research, financing and various useful tools and resources for honing and testing a business idea.

October 5, 2010
Oakfield
Money Saving Ideas from the Country Doctor

Ideas on how to save money on your health-care bills through preventative medicine and simple approaches to take care of ourselves more naturally.  How can we look at the lines in our faces, the spots on your fingernails and the furrows in our tongue to give us an indication of what we need to support and address in our bodies.  Other ideas shared: the color of your eyes and what it tells us, and a short history of natural medicine.

October 5, 2010
Ripon
Turning Your Ideas into Income

Turning your ideas into a business opportunity can often seem daunting.  However, getting the right start can make the difference between success or failure.  Budding entrepreneurs will discover several beginning concepts, strategies and tools that will get them on the right footing for moving their idea to reality.  Focus will be on proven early steps entrepreneurs can take to achieve their business dreams.  Participants will learn whether they are ready to start a business, options for assembling a business plan, ideas for conducting market research, financing and various useful tools and resources for honing and testing a business idea.

October 5, 2010
Fond du Lac
Can You Afford to Retire?
Affording to retire is one of the greatest concerns facing people today.  Are you at risk? Learn how to:
-Estimate the cost of your retirement
-Understand various tax laws with regards to your investments
-Invest to pursue growth, income and stability
-Take a balanced approach to investing and working toward your goals.
-Determine a long-term allocation of funds that match your investing profile.
-Discuss how to make informed investment decisions to suit your needs and goals
-Learn how to adjust your portfolio to help keep pace with inflation, reduce your risk and maintain the potential for competitive returns.
-Prepare for a comfortable and rewarding retirement lifestyle.
 
October 5, 2010
Fond du Lac
Take A New Look At Life
This in an interactive and educational overview of life insurance planning: it's importance, applications and an introduction to different types of policies.  This presentation is for individuals seeking basic knowledge, all the way toward experienced life insurance owners that are looking for new ideas.
 
October 5, 2010
Fond du Lac
Wisconsin's Long Term Care Partnership Program- What it is and How Does it Work?
Learn how Wisconsin's Long Term Care Partnership program can help you protect more of your assets.
-What is long-term care?
-How much does it cost?
-How can proper planning help you protect your retirement assets, estate and your 
    family's well-being?
-What are your options for funding long-term care?
 
October 5, 2010
Fond du Lac
Wealth Watchers
Alice Wood, author of "Wealth Watchers: A simple Program to Help You Spend Less and Save More," will speak about her organization, Wealth Watchers International and its goal of helping people spend less money than they make.  According to Alice, "The measurement of our success is to see consumer debt rates decline, bankruptcy rates decline, foreclosure rates decline and the national personal savings rate reach 10 percent."  The foundation of the program is the Wealth Watchers Journal, a simple tool to help people set and track a daily goal for spending and saving.  By using this journal, people can easily identify how much money they have to spend each and every day without blowing their budget.
October 6, 2010
Fond du Lac
Preplanning Your Funeral

Most of us plan ahead in life.  We plan for our wedding, our children's education, family vacations and other significant expected life events.  We also plan for the unexpected life events by purchasing home, auto and medical insurance.  Understanding the benefits of preplannig a funeral prompts many people to take steps to plan for their own arrangements.  Why preplan?  Peace of mind.  Many who have undergone the strain of arranging a funeral within hours of losing a loved one have made the choice to preplan their own funeral. 

October 6, 2010
Ripon
Internet Safety/Fraud

Chief Dave Lukoski will present a PowerPoint on how to stay safe on the Internet and prevent fraud.

October 6, 2010
Fond du Lac
Identity Fraud

Officer Olson will share with attendees information on how identify fraud happens and how you can take steps to prevent it from happening.

October 6, 2010
Campbellsport
Preplanning Your Funeral

Most of us plan ahead in life.  We plan for our wedding, our children's education, family vacations and other significant expected life events.  We also plan for the unexpected life events by purchasing home, auto and medical insurance.  Understanding the benefits of preplannig a funeral prompts many people to take steps to plan for their own arrangements.  Why preplan?  Peace of mind.  Many who have undergone the strain of arranging a funeral within hours of losing a loved one have made the choice to preplan their own funeral. 

October 6, 2010
Fond du Lac
How to Build and Improve Your Credit Score
Your credit score and the accuracy of your credit report are important to you.  Learn how to improve your score, clean up your credit and how to obtain a FREE copy of your credit report.
 
October 6, 2010
Ripon
Prearrange for Peace of Mind

The importance of preplanning your funeral wishes.

October 6, 2010
Fond du Lac
Getting Out of Debt Faster

Learn how to develop a simple plan to get debt FREE.  Learn the simple strategies you can use to pay off your debt faster and the keys to financial freedom.

October 6, 2010
Ripon
Where Does My Money Go
Do you know where your money really goes?  Take control of your money and better manage the money you have.  You will learn money-management skills and receive materials to help you setup a spending plan.  This session is hands on and interactive.
 
October 6, 2010
Ripon
Understanding Credit

Do you own a credit card or plan to own one?  This class will give individuals information on what credit is, the costs of credit and how to select and wisely use a credit card.  Participants will learn how to obtain a credit report and understand the information on it.

October 6, 2010
Fond du Lac
Fraud Bingo

Everyone must be on guard against scams.  Come to the Senior Center to play BINGO and learn about the many guises of fraud.  Signs of fraud and tips for avoiding scams are included.  All these topics are learned while playing a fun interactive game of FREE FRAUD BINGO!  (This is not a Fraud!)  Gifts will be available for all BINGO winners.

October 6, 2010
Fond du Lac
Protect Yourself from Identity Theft
The growth of more convenient and efficient financial services has been accompanied by new and ever-changing forms of fraud.  Presenter Jenn Wilke has been involved with fraud mitigation efforts at her job.  She will share what she's learned from her own experiences in finance to help you learn steps you can take to protect yourself and loved ones.
 
October 6, 2010
Campbellsport
Money Saving Ideas from the Country Doctor

Ideas on how to save money on your health-care bills through preventative medicine and simple approaches to take care of ourselves more naturally.  How can we look at the lines in our faces, the spots on your fingernails and the furrows in our tongue to give us an indication of what we need to support and address in our bodies.  Other ideas shared: the color of your eyes and what it tells us, and a short history of natural medicine.

October 6, 2010
Campbellsport
Where Does My Money Go
Do you know where your money really goes?  Take control of your money and better manage the money you have.  You will learn money-management skills and receive materials to help you setup a spending plan.  This session is hands on and interactive.
 
October 6, 2010
Campbellsport
Understanding Credit

Do you own a credit card or plan to own one?  This class will give individuals information on what credit is, the costs of credit and how to select and wisely use a credit card.  Participants will learn how to obtain a credit report and understand the information on it.

October 6, 2010
Fond du Lac
Managing Holiday Spending and Stress

Learn and understand why the holidays cause stress and how to deal with the financial strains of the holidays

October 6, 2010
Fond du Lac
Beat the Financial Squeeze
This program will provide you with the tools to develop and implement a successful spending plan to help you take control of your financial matters.
 
October 7, 2010
Fond du Lac
Identity Theft
How to best protect your financial information from fraud and identity theft. Shireen Johnson, Risk Manager, will cover such areas as when and when not to share personal information, rules to keep your financial information safe and what you should do if identity theft should occur
October 7, 2010
Fond du Lac
When There is a Drop in Income
Have you experienced a change in your income? Financial experts recommend having a spending plan for managing your money. Good financial planning is even more essential in tough times. This session will give participants information on financial skills to use when there is a change in income and how to adjust your spending plan.
October 7, 2010
Fond du Lac
Be Supermarket Savvy
Are you looking for tips and ideas on how to plan meals better? Understand what the labels on food are telling you? Save money on your family food bill? This hands-on class will show participants different skills to use when shopping for your family's foods, keeping costs in line with your family's food budget.
October 7, 2010
Brandon
How to Raise a MoneySmart Child
This seminar will provide great tools and techniques for talking with children and grandchildren about money.
October 7, 2010
Brandon
Where Does the Money Go?
Do you know where your money really goes? Take control of your money and better manage the money you have. You will learn money-management skills and receive materials to help you set up a spending plan. This session is hands-on and interactive.
October 7, 2010
Fond du Lac
Wisconsin's Long Term Care Partnership Program-What it is and How Does it Work?
Learn how Wisconsin's Long Term Care Partnership program can help you protect more of your assets.
- What is long-term care?
- How much does it cost?
- How can proper planning help you protect your retirement assets, estate and your family's well-being?
- What are your options for funding long-term care?
- What will Medicare and Medicaid pay, and what won't they pay?
- Is long-term care insurance an option for you?
October 7, 2010
Fond du Lac
Financial Planning for College
This presentation will cover how to plan ahead for meeting college costs. Additional topics included are identifying and estimating annual college expenses; an examination of federal, state and institutional sources of financial aid; and grant, scholarship, loan and work-study programs.
October 7, 2010
Fond du Lac
Common Sense Ways to Save

We all have spending patterns and habits that can be changed, but only if we want to change them, and are aware of other options.  Come find ways to save money on a daily basis.

October 7, 2010
Brandon
Understanding Credit
Do you own a credit card or plan to own one? This class will give individuals information on what credit is, the costs of credit and how to select and wisely use a credit card. Participants will learn how to obtain a credit report and understand the information on it.
October 7, 2010
Fond du Lac
Can You Afford to Retire?
Affording to retire is one of the greatest concerns facing people today. Are you at risk? Learn how to:
- Estimate the cost of your retirement.
- Understand various tax laws with regard to your investments
- Invest to pursue growth, income and stability
- Take a balanced approach to investing and working toward your goals
- Determine a long-term allocation of funds that match your investing profile
- Discuss how to make informed investment decisions to suit your needs and goals
- Learn how to adjust your portfolio to help keep pace with inflation, reduce your risk and maintain the potential for competitive returns
- Prepare for a comfortable and rewarding retirement lifestyle
October 7, 2010
Fond du Lac
Tax Planning Tips to Maximize Your Tax Return
This session will explain the W-4 regarding how much (or how little) will be withheld from your paycheck, also planning the size of your refund. How to elect to have withholding from pension distributions, Social Security benefits and unemployment benefits. Also paying estimated taxes for self-employed persons.
October 8, 2010
Fond du Lac
Be Supermarket Savvy
Are you looking for tips and ideas on how to plan meals better? Understand what the labels on food are telling you? Save money on your family food bill? This hands-on class will show participants different skills to use when shopping for your family's foods, keeping costs in line with your family's food budget.
October 8, 2010
Fond du Lac
Investing and Estate Planning
This session will cover the basics of investing and estate planning.
October 8, 2010
Fond du Lac
Living on One Income
Whether you are facing a job loss, retirement, or choose to stay home living on one income can be challenging. Join Tammy Matzdorf of Consumer Credit Counseling to learn how to budget, get out of debt, save money, and live within your means.
October 8, 2010
Fond du Lac
Getting Your Financial Check-up
Where are you now financially? Where do you want to be? Learn the steps to achieve good financial health.
October 8, 2010
Fond du Lac
You and Your Credit Report
Learn what a credit report contains and how this information is used by creditors to determine whether you will be considered for a loan.  Find out who the three major credit bureaus are and how to obtain a FREE copy of your credit report.
October 8, 2010
Fond du Lac
Home Buying Seminar

Discussing guides for responsible homeownership and differences between mortgage products.

October 8, 2010
Fond du Lac
Tax Planning Saving for College/Higher Ed
There are tax breaks available for attending college for the taxpayer and dependent. This session will explain the Hope Credit, Lifetime Learning Credit, Tuition and Fees Deduction and Student Loan Interest Deduction.
October 9, 2010
Fond du Lac
Shred Fest
Bring your outdated financial records for destruction to this "Shred Fest." A shredding truck will be on site to destroy these records immediately. There will be a maximum of 3 boxes accepted per person.
October 9, 2010
Fond du Lac
How to Navigate the Home Loan Process
Neil Kotter will speak about the various home-loan options available for home buyers, why and when it is wise to refinance your home, required documentation, timelines for both purchases and refinanced homes and how your credit score affects your home loan. In addition, he will discuss how the "mortgage crisis" has affected lending policies and property values, followed up with an opportunity to ask questions and consult one-on-one.
October 9, 2010
Fond du Lac
5 Easy Steps to Buying the Perfect Home
By following the five easy steps in this presentation, you and your family will be on your way to buying the perfect home.
October 9, 2010
Fond du Lac
The Ins and Outs of Mortgage Loans
What you need to know for you on the topic of mortgage loans and refinancing in today's unique market. Session will include discussion of:
- What to know about getting a mortgage to buy a new home
- How to save time and money
- What to know before refinancing your current mortgage
- Avoiding unnecessary fees
- Comparison home-loan shopping techniques