Kools Wealth Management - Northwestern Mutual

10/15/2026

Fall is an ideal time to take a fresh look at your financial picture. Before year-end deadlines arrive, review your benefits, tax strategies, and retirement contributions to ensure you're on track. Reach out to us, and together we can create a personalized plan tailored to your goals!
✉️ [email protected]

Use the seasonal shift to revisit budgets, benefits, and tax moves before year-end deadlines.

09/01/2026

🍎🎒 Back to School Means Planning for the Future!
Whether your child is heading to kindergarten or college is on the horizon, back-to-school season is a great reminder to think about future education expenses.

A few questions to consider:
- Do you have a plan for future education costs?
- Are you saving consistently toward your family's goals?
- Are you balancing education goals with your retirement goals?

As our team celebrates back-to-school season with our families, we're wishing all students a year full of learning and growth!

📚 Looking for information on saving for education? Check out this helpful resource: https://www.northwesternmutual.com/529-college-savings-plans/?utm_source=facebook&utm_content=_&agentid=0C1323

08/19/2026

We're excited to support our own Kelsey Britten as she takes the stage in this year's Dancing with the Eau Claire Stars event benefiting the Eau Claire Children's Theatre!
Kelsey has been hard at work preparing alongside her dance partner and will join other community leaders for an evening of entertainment in support of a great cause.
📅 September 10
🍸 Drinks & networking begin at 5:00 PM
💃 Dance competition begins at 7:00 PM
📍Pablo Center at the Confluence

If you're interested in joining us for the event, please reach out to Kelsey for additional details. We look forward to cheering her on!!

07/31/2026

07/24/2026

Another incredible Northwestern Mutual Annual Meeting in the books!

A few days filled with learning, connecting, and making memories. Whether it was attending inspiring sessions, starting the day with the 5K, cheering on the Brewers, enjoying the Benson Boone concert, or spending time with our amazing NM family at the Summer Social.

Grateful for the opportunity to grow alongside such an incredible network of professionals and excited to bring new ideas and energy back to our clients and community.

07/20/2026

We're excited to celebrate Chad Kools for earning a spot on the Forbes | SHOOK Top/Best-in-State Financial Security Professionals list! This recognition reflects the trusted relationships he has built and his dedication to helping clients create, protect, and preserve their financial futures. Congratulations on this well-earned honor!

https://www.forbes.com/lists/best-in-state-financial-security-professionals/

(Ranking Published July 2026. Data as of December 30 of the previous year. No compensation provided for ranking. Licensing fees apply to use Forbes logo)

The Best-In-State Top Financial Security Professionals 2026 List ranks insurance experts recognized for safeguarding financial assets. See who made the list.

07/07/2026

🎉Congratulations to Kelsey on earning her Retirement Income Certified Professional (RICP) designation!

This achievement reflects Kelsey's dedication to expanding her knowledge and providing thoughtful guidance to help clients navigate retirement with confidence.
We're so proud of Kelsey and her hard work and commitment to continued learning. Please join us in celebrating her on this well-deserved accomplishment!

07/04/2026

As we celebrate the 4th of July, we're reminded of the freedoms we enjoy every day and are grateful to the brave men and women who have served and sacrificed to protect them. Financial freedom isn't about having more, it's about having the confidence in your resources to support the life you want to live.
As you celebrate this 4th of July, take a moment to ask yourself:
What would financial freedom allow you to do?

Wishing you and your family a safe, happy, and meaningful Independence Day!🇺🇸

05/22/2026

Please join us in celebrating Maygen on graduating from the Leadership Eau Claire Program! 🎓Leadership Eau Claire brings together emerging and established leaders to deepen their understanding of the Eau Claire area while strengthening leadership skills that make a real difference. Maygen’s dedication throughout the program reflects her passion for giving back and helping our community thrive.

03/23/2026

We are incredibly grateful to everyone who joined us for our March Madness Happy Hour in support of Alex's Lemonade Stand Foundation, it was a success! 💙 🍋 🏀
Thank you to those who came out and showed their support. A special shoutout to the businesses who donated baskets, your generosity truly made a difference and added so much to the afternoon!
Because of you, we’re able to donate more than $2,500 to this amazing cause and help move the mission forward in the fight against childhood cancer. We couldn’t have done it without this incredible community!