Cassandra Schmidt

FIC

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

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

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.

Community impact

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

Current insights

Don't put off starting to save for retirement. Every deposit gets you one deposit closer to your goal! Think about it, if you started saving roughly $150/month when you were 20 and have an average rate of return of 10% you could have $1 million dollars at your full retirement age. The longer you wait to start, the more you have to put away every month to hit that. *Disclaimer - this example is hypothetical, it's not based on an actual investment.

Let's sit under a tree and think a minute. Do you ever think about what happens when you or a loved one dies? Who is going to take care of the funeral? Who gets the house? Who is going to pay the bills until my estate is settled? Do I have a beneficiary on my bank account, retirement account, house, and life insurance? Is there a will? Now, think about what happens when a persons estate goes into probate. Truly think about it. Did you know that even with a will your eatate can still go into probate? I know firsthand how difficult probate can be. Both sides of my family are currently in probate. One has been in probate for over 1 year, the other is going on 8 months. There are ways to prepare for your passing and keep your estate out of probate. Young or old, you need to be prepared. Got questions on how to be prepared? Let me know, I am happy to help!

Higher Grounds Coffee Shop is collecting cans of fruit for the Playground Movement Food Drive! Bring your cans of fruit this Sunday, April 28th, between 9am and 12pm, stop by the Modern Woodmen table and recieve a complemenary drink! See you Sunday!

Don't put off starting to save for retirement. Every deposit gets you one deposit closer to your goal! Think about it, if you started saving roughly $150/month when you were 20 and have an average rate of return of 10% you could have $1 million dollars at your full retirement age. The longer you wait to start, the more you have to put away every month to hit that. "Disclaimer - this example is hypothetical, it's not based on an actual investment."

Contact

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.

Your financial goal(s)
I’m interested in learning more about:
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.
Insurance Lic : CA 4247878

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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