Fun way to learn more about Racine history! No cost to clients and guests. Sign up today!
Continue readingMaking Sense of Retirement Distributions – June 11 Learning Event
Attend our June 11 Learning Event to help you make sense of retirement distributions, income sources, penalties and more.
Continue readingHealth Insurance Before Medicare – October 8 Learning Event
Learn more and register for our October Learning Event facilitated by Justus Morgan and Mike Farrell from David Insurance. learn more about health insurance options before Medicare eligibility!
Continue readingWe’re hiring an Associate Financial Planner/Advisor
Check out our opening for an associate financial planner/advisor.
Continue readingJustus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside
Justus Morgan is once again teaching Retirement Planning Today for those age 50-70. Read more and register
Continue readingMarket volatility shaking you up?
Here’s a great perspective on the recent market volatility courtesy of our friends at Dimensional Fund Advisors.
Continue readingAnniversary Celebration – September 13
Clients, guests and friends of FSG are invited to attend our special event celebrating Financial Serivce Group 35th year Anniversary to be held on Thursday, September 13 between 5:30 to 8 p.m. at Roma Lodge, 7130 Spring Street in Racine, WI.
The event will start with cocktails at 5:30pm, remarks at 6:15pm, and dinner at 6:30pm.
Please RSVP using the form below or call Traci at (262) 554-4500.
Be sure to include the names of any guests so we can plan appropriately.
Learning Event: Preparing for your retirement
Wondering what you need to do to ensure you’re ready for retirement? This informative, interactive session is designed to share information, address questions and highlight key issues for planning for your retirement.
Who should attend? Anyone planning to retire!
What we’ll cover:
We’ll provide insight on the following questions so that you can make informed retirement decisions.
– Can I retire?
– When should I start Social Security?
– What are my Medicare options?
– Should I choose a lump sum or monthly income pension?
– What is a rollover?
– How should my investment accounts be invested?
– How much can I withdraw each year?
– When do I have to take Required Minimum Distributions (RMDs)?
– How much will I pay in taxes?
– Should I buy long-term care insurance?
Seating for our learning events is limited so please register below or call Traci at 262-554-4500 x105.[mk_content_box heading=”Register for this Event”][vc_column_text disable_pattern=”false” align=”left” margin_bottom=”0″] Preparing for your retirement
Date: Tuesday, November 14, 2017
Time: 6:30 p.m. – 8 p.m.
Location: Financial Service Group | 4812 Northwestern Avenue, Mount Pleasant, WI 53406
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Equifax data breach – what to do if you’ve (likely) been impacted.
By now you’ve heard about the serious data breach of Equifax. Learn how to respond any time you feel your confidential information has been compromised.
Continue readingClient & Friends Appreciation Event – August 24
RSVP for our Annual Clients & Friends Appreciation Event!
Continue reading