Investment Perspectives Newsletter from Justin Moilanen
Access archived copies of Investment Perspective Newsletter from Justin Moilanen. Includes links to timely articles and information.
Returning your tax organizer and information
Below is our COVID-19 Office Protocol that we will be following in order to keep you, your family and our staff safe and healthy during tax season, yet continue to serve you: DROP OFF PROTOCOL Upon arriving at the office, please leave your tax paperwork in the box located between the set of double…
Justin Moilanen teaching virtual Retirement Planning Today® course in March
Justin Moilanen will be virtually teaching the Retirement Planning Today® curriculum under the banner of UW-Parkside’s mini-course offerings. Read more and register.
Funeral pre-planning can be a loving gift – October 13 Virtual Learning Event
Back by popular demand! Learn about funeral pre-planning and how this can help ease the burden for your surviving loved ones.
Justin Moilanen teaching virtual Retirement Planning Today® course
Justin Moilanen will be virtually teaching the Retirement Planning Today curriculum as part of UW-Parkside’s mini-course offering. Read more and register.
Thanks for taking time to give us your feedback. We’ve paid it forward.
We had a 75% response rate to our call for client feedback and have made a $1000 donation to Health Care Network in Racine.
Health Insurance Before Medicare – Virtual Learning Event – Sept 29
Virtual Learning! This repeat learning event will help you learn more about health insurance options available to you before your Medicare age eligibility.
COVID-19: How we’re keeping you (and us) safe
Here are the steps we’re taking as we plan to reopen our office on July 6 for deliveries and paperwork pick-up/drop-offs. Meetings will continue to be held virtually (phone or video) until further notice.
Watch for our new ads!
Financial Service Group print ads are now appearing in the Racine Journal Times, Kenosha News, and Lake Geneva Regional News on select Sundays and weekdays.
Why we turned down the PPP money. FSG Updates as of April 24
We were confronted with a business decision and applied our values to come to a conclusion that makes us proud.