Making a Difference

Ozaukee Bank Idea Seminars

Check back often to see what new and informative seminars we are offering. 
Seminars are held at the Ozaukee Bank location listed.  Registration is required.
To register, use the link below the seminar description or call 262.377.9000.
If registering online, please include your name(s) and a contact phone number.

Wednesday
Apr 30
Thiensville
6:30 pm
Advanced Strategies to Grow and Protect your Wealth
Ozaukee Bank, Thiensville

with Mark Benskin, JD MST
Learn strategies for increasing net returns, reducing overall investment risk and protecting your assets.

Register Today!
 

May 5 - 23
Port Washington
"Artworks"
Ozaukee Bank, Port Washington

Stop by our Port Washington Office to see the artwork displays of local Port Catholic Students.
 

Thursday
May 15
Mequon
1:00 pm
What Retirees Need to Know about IRA Distributions
Ozaukee Bank, Mequon

with Mark Benskin, JD MST
Mark will discuss the complex set of distribution rules that impact IRAs and company retirement accounts; how to avoid the pitfalls and other tax penalties that many IRA owners fall victim to; plus the Pension Protection Act (PPA), the Tax Increase Prevention and Reduction Act (TIPRA), and other new IRS Rules that dramatically impact the taxation of your retirement plans.

Register Today!
 

  2 Part Website Series

Part 1 - Website Answers
Ozaukee Bank, Mequon
Thursday May 8; 6:30 pm

with Cindy Bird, Owner & Designer Manager of Media3 Group
Are you thinking about starting a website for your small business and not sure where to begin, what to include, or how to organize your ideas? Join us at this seminar to learn the basic pieces needed for a successful website.

Register Today!

Part 2 - Website Marketing
Ozaukee Bank, Thiensville
Thursday May 15; 6:30 pm

with Cindy Bird, Owner & Designer Manager of Media3 Group
A good website is just the first step in being successful online.  Don't miss ths valuable seminar to learn the secrets of website marketing and promotions.

Register Today!
 

Wednesday
May 21
Grafton
6:30 pm
Top 10 Retirement Decisions & Considerations
Ozaukee Bank, Grafton

with Mark Benskin, JD MST
Mark will present the ten most important decisions you need to make prior to retiring such as: when to retire, when to start taking social security and how to take retirement income.

Register Today!
 

Ozaukee Bank is a trade name used by Ozaukee Bank N.A. and its affiliates. Member FDIC.