Save the dates of our upcoming Learning Events! Click on the individual event to learn more and to register. Our Learning Events are no-cost, no-obligation and are open to anyone interested in the topic. Seating is limited so we do ask you to register for each of the sessions you (and your guests) wish to attend so we can ensure sufficient seating. You do not have to be a current client of Financial Service Group to attend any of our Learning Events. Each of our events are hosted by one of our CERTIFIED FINANCIAL PLANNER™professionals. Please click on the dates below to see the event description and to register. If you’d like to reserve your spot via phone, please call 262-554-4500 x105.
Tuesday, April 11 – Live your great, late life hosted by Michael Haubrich. Issues particularly relevant to late life financial and care planning.
Tuesday, June 6 – Habits of career sustainability hosted by Michael Haubrich. Your career is your most valuable asset. Come hear about three habits that will help ensure you’re sustaining that vital element of your financial well-being.
Tuesday, September 19 – FSG revealed! Learn more about fee-only financial planning and Financial Service Group’s unique approach to client service.
Tuesday, November 14 – Preparing for your retirement hosted by Justin Moilanen. Questions and answers about preparing for your retirement.