Mind over Money: Strategies for Financial Peace

Description

Financial stress is more than a personal burden – it’s a leading driver of anxiety, burnout, and disengagement in today’s workforce. Join us for Mind over Money: Strategies for Financial Peace, designed for employers and organizational leaders who want to better understand the hidden toll finances take on employees’ mental health, and what it means for your organization. First, we’ll uncover how money-related stress shows up in the workplace, impacting focus, morale, and overall well-being. Next, we’ll explore some practical strategies and planning tools to set up attendees for long-term financial success and overall well-being. Walk away equipped to support a healthier, more resilient workforce where employees can truly thrive – both mentally and financially. 

Session Speakers:

Tisha O’Dell, Community Financial Wellness Specialist: Tisha has spent eight years in the financial industry with experience in lending, branch management, and financial coaching. She is passionate about making financial education approachable and empowering. As the Community Financial Wellness Specialist at UnitedOne Credit Union, Tisha partners with schools, businesses, and community organizations to deliver practical workshops that help people make confident, informed money choices.

Nathan Raddatz, CFP®, APMA®, CRPC™, Private Wealth Advisor: Nathan is a Private Wealth Advisor with over 30 years of experience helping individuals and families build confident financial futures. As a leader at Skylight Wealth Management, he specializes in retirement planning, investment strategies, education planning, and comprehensive wealth guidance. Nathan has earned numerous honors, including repeated recognition in Forbes Best‑in‑State Wealth Advisors and the Ameriprise Circle of Success. He is also active in his community through the Manitowoc Lutheran High School Endowment Committee and the Manitowoc Yacht Club. Outside of work, Nathan enjoys boating, hunting, cheering on the Milwaukee Brewers, and exploring his passion for history. 

Aaron Hillmer, APMA®, Financial Advisor: Aaron is a Financial Advisor with Skylight Wealth Management, where he helps individuals, families, and business owners build strong, goal‑focused financial plans. He holds the Accredited Portfolio Management Advisor™ designation and a Personal Finance – Financial Planning degree from the University of Wisconsin–Madison. Aaron is part of a team recognized among the Forbes Best‑in‑State Wealth Management Teams (2023–2026) and is a multi‑year Ameriprise Client Experience Award recipient.