Cassandra Schmidt

FIC
Photograph of Cassandra Schmidt

Cassandra Schmidt

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Cassandra Schmidt

At work

At work

Why I do what I do

Why I do what I do

I am so blessed to be able to make a living by helping others as well as their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.

I serve members in…

all of Wisconsin. I am located in Beaver Dam.

I can help you plan for life using a variety of tools, including…

life insurance, annuities, mutual funds and variable annuities.

I enjoy working with…

everyone.

Before Modern Woodmen, I…

worked for a nonprofit organization where we helped people achieve their employment goals and get back on their feet.

I chose Modern Woodmen because…

I am able to help people feel secure in their lives, both now and in their futures. And don't forget all the amazing fraternal events that allow me to give back to the community I live in.

The best part of my career is…

being able to help people reach their goals and creating new friendships every day.

A favorite moment in my career was when…

I walked out of a meeting, and the other person thanked me for helping them. They said they felt so much better knowing everyone would be taken care of if something were to happen to them.

“I am so blessed to be able to make a living by helping others as well as their communities. Each day, I sit down and help people overcome financial concerns and obstacles. I also get to help my community with our fraternal programs and activities. It’s very rewarding to be able to do what I do.”

At home

At home

My life outside of work

My family includes…

my husband, Dale, my daughter, Caitlyn and my son, Collin. We can't forget the dogs, Bandit and Daisey and the cats; Rascal, Cuddles and Bubba!

In my free time, you can find me…

helping around town with various activities, spending time with my family, working on "the building" (as we call it) that my husband and I own, and just enjoying life.

I’m passionate about…

helping make our community the best that it can be.

My greatest blessing is…

the life God has given me.

In the community

In the community

My local community impact

I have lived in my community…

almost my entire life (minus eight months while we were building).

What I like best about my community is…

how everyone always works so hard to make it the best place to live, work and play.

I’m a member of…

the Beaver Dam Area Chamber of Commerce, where I serve as chamber board member and ambassador, the Beaver Dam Area Community Foundation, where I am an advisory committee member, and the Rotary Lights Swan Park committee.

My favorite volunteer activities are…

Rotary Lights at Swan Park. It is a ton of work but looks so amazing when it is complete. Seeing how much the community enjoys the experience makes it all worth it.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

all of them! There are so many ways that our programs can do good! Matching Fund projects are an amazing way for us to give back to the organizations that make up a vital part of our community. And also our service projects, which allow us to help on a more personal basis.

My favorite memory from a fraternal event is…

getting to see how amazing our community members are at giving back. My members and I made a tree out of plywood that hangs outside my office during the winter months. It has clips for hats, mittens and gloves. All winter, it is stocked with items for anyone to take. It doesn't matter if you are young or old or in need of something to keep your hands or head warm, the tree has something for you. The tree has become a yearly tradition, and hats, mittens and gloves are dropped off all year long.

Also…

I love being a part of my community. It is neat to see how old buildings can be turned into something great and new buildings can bring new, exciting places to Beaver Dam!

Current insights

Santa is coming to town! This Saturday (14th) from 6pm-8pm at Rotary Lights Swan Park in the Band Shell. He is very excited to see everyone!

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Teaching Tuesday - The Three Buckets Have you ever wondered, "How does my money get taxed?" - Tax now: Current income, interest from cd's/bank accounts, property - Tax Later: 401k, IRA, SEP, SIMPLE, pension - The accounts are funded with pre-tax money and grow tax deferred. Meaning, you contribute to these accounts without paying tax on the money right now. You pay taxes on each withdrawal you take. - Tax Never: ROTH, Life Insurance - You contribute after tax money. ROTH money has the opportunity to grow tax deferred and if you meet conditions (account held for 5+ years and age 59&1/2), it can be tax free at withdrawal time. Life insurance cash value: while this is not a retirement savings vehicle, universal or whole life insurance may have cash value that you are able to take a loan from (borrow from yourself and pay yourself back). Please speak to your life insurance representative for more information. I have yet to meet someone who enjoys paying taxes, do you think they will be higher or lower in the future? When would you prefer to pay taxes? When is the last time you reviewed where your money is and how you may be taxed on it? Are you working with someone to create your financial plan? Consult your tax advisor before making a decision.

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With winter finally coming, it is time to hang the tree! I started this tree 4 years ago all because I saw a post of someone making this exact thing and I thought it was a simple but great way to help people in my community. It has hats, mittens, gloves and scarves for men, women, and children. If you need it, you can take it. It's that simple. Where do the items come from? I purchase some and the rest come from amazing people who donate them. They can be knitted, store bought or clean, gently used items. I put everything in gallon or quart size ziploc bags to keep them dry. We have been able to give away over 1800 items all because of your generosity! I am often asked what the biggest need is. It would be adult - men and women gloves or mittens. I always thought it would be kids' stuff but we don't realize how many adults go without. Want to help? Let me know! :) #community #givingback

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Teaching Tuesday. A must watch for business owners! Please contact your tax and/or legal advisor for more information.

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Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.
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Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

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