Events
Northern Lakes Financial Group is excited to offer our clients and the community a variety of educational events throughout the year!
Upcoming Events
September 2, 2026
12:30p - 2:00p
Northern Lakes Financial Group
Open House for Stephanie Zander
Northern Lakes Financial Group will host a client open house on Wednesday, September 2, 2026, from 12:30 to 2:00 p.m. at our Burlington office, located at 217 E. Jefferson Street. The event will give clients an opportunity to meet and welcome our new Administrative Assistant, Stephanie Zander, while visiting with the Northern Lakes Financial Group team. A light lunch buffet and refreshments will be provided. Clients will be asked to RSVP by August 24, 2026.
Past Events
March 20, 2026
12:00p - 1:00p
https://us06web.zoom.us/j/83441145697
November 20, 2025
6:00p - 7:00p
Northern Lakes Financial Group
November 6, 2025
8:30a - 9:00a
via Zoom
Education Funding
Webinar: Planning for Education Costs Hosted by Liz Mengo, LPL Financial Advisor Northern Lakes Financial Group Date: Thursday, November 6, 2025 Time: 8:30 AM Zoom: https://us06web.zoom.us/j/87187897996 This session will provide an overview of education savings strategies, including 529 Plans, Coverdell Accounts, and UTMA Accounts. Liz will address common questions about the cost of education and options for funding it.
October 18, 2025
9:30a - 11:00a
Northern Lakes Financial Group
September 27, 2025
9:00a - 11:00a
Northern Lakes Financial Group
September 5, 2025
11:00a - 1:00p
Northern Lakes Financial Group
May 29, 2025
3:20p - 4:30p
Northern Lakes Financial Group
April 22, 2025
8:30a - 9:30a
Virtual
April 10, 2025
8:30a - 9:30a
Virtual
March 10, 2025
9:30a - 10:30a
Virtual
February 12, 2025
9:00a - 9:30a
Virtual
September 14, 2024
1:00p - 3:00p
Northern Lakes Financial Group
May 15, 2024
12:00p - 12:30p
Zoom
February 22, 2024
4:00p - 6:00p
Northern Lakes Financial Group
February 20, 2024
6:00p - 6:30p
Virtual via ZOOM
First Time Home Buyers
with Liz Mengo, LPL Financial Advisor and Special Guests Kevin McSwain, VP of Mortgage Lending at Bank Five Nine (NMLS #1555370) and Vanessa Houdek of Benefit Realty Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Kevin McSwain and Bank Five Nine and Vanessa Houdek and Benefit Realty are not affiliated with Northern Lakes Financial Group or LPL Financial.
October 19, 2023
12:00p - 1:00p
Northern Lakes Financial Group
September 28, 2023
12:00p - 1:00p
Northern Lakes Financial Group
Economic Update
Join Lincoln Financial's Regional Director, Ben Chera and your Northern Lakes Financial Group team for lunch and an Economic Update! Can't make it in person, hop on our zoom from 5:30-6PM
September 19, 2023
6:00p - 7:00p
Northern Lakes Financial Group
June 24, 2022
9:00a - 10:00a
Online- Zoom