July 2014

TYW Update Aug2014

  • Making plans for helping aging family members – Justus Morgan’s RJT monthly column
  • Print and Kindle versions of Mike Haubrich’s book “Career Asset Management: Getting ahead, staying ahead and using your head.”
  • September 16 and 17 workshops announced

 

Pre-planning your funeral details – September 16, 2014

[vc_row][vc_column width=”1/1″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″]Michael Langendorf from Draeger Langendorf Funeral Home will share pre-planning options and considerations during this workshop. Learn about the various funding methods as well as the myriad choices for professional services that can selected.

Register below or call our office at (262) 554-4500 to reserve your space.

To reserve your seat, please call Lori at (262) 554-4500 ext. 105 or use our registration form below. Seating is limited.[/vc_column_text][mk_content_box heading=”Register for the Workshop”][vc_column_text disable_pattern=”false” align=”left” margin_bottom=”0″]Pre-Planning Your Funeral Details

Date: September 16, 2014

Time: 6:30 p.m. – 8 p.m.

Location: Financial Service Group[/vc_column_text][/mk_content_box]

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Social Security and You – September 17, 2014

[vc_row][vc_column width=”1/1″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″]Join Justus Morgan and Justin Moilanen to learn the basics of Social Security including how benefits are determined for workers, spouses, and surviving spouses, the interaction between claiming now versus delayed benefits, and how different claiming strategies can significantly impact your retirement income sustainability.

This interactive presentation to be held at our office on September 17 from 6:30 p.m. to 8 p.m. is for individuals and couples getting close to the age when they may start collecting Social Security retirement benefits.

To reserve your seat, please call Lori at (262) 554-4500 ext. 105 or use our registration form below. Seating is limited.

POSTPONED

Watch our newsletter for future dates

[/vc_column_text][mk_content_box heading=”Register for the Workshop”][vc_column_text disable_pattern=”false” align=”left” margin_bottom=”0″]Social Security and You

Date: September 17, 2014

Time: 6:30 p.m. – 8 p.m.

Location: Financial Service Group[/vc_column_text][/mk_content_box]

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June 2014

Featured in the June issue of To Your Wealth Update:

  • Justus Morgan’s Racine Journal Times column as published on June 11 : My pilgrimage to Omaha
  • Read Mike Haubrich’s recently published book entitled, Career Asset Management: Getting Ahead, Staying Ahead and Using your Head.  Available now in print and Kindle versions on Amazon.
  • Upcoming Long-Term Care Workshop.  This continues to be one of the most popular workshops we offer!
  • Summer office hours
  • Upcoming events

Click here to view: TYW Update June2014.

May 2014

Featured in the May issue of To Your Wealth Update:

  • Justus Morgan’s Racine Journal Times column as published on April 30, 2014: Hassle free home sales.
  • FSG attends conferences to remain current and innovative
  • Proud sponsors of the Racine Lighthouse 4-mile run
  • Upcoming events

Click here to view:  TYW Update.May2014.

Understanding Long-Term Care Planning – August 5, 2014

[vc_row][vc_column width=”1/1″][vc_column_text disable_pattern=”true” align=”left” margin_bottom=”0″]One of the key components to your estate plan is having a long-term care plan in place.  Long-term care is defined as “care needed for a period of greater than 100 days,” according to Allen Hamm, author of “How to Plan for Long-Term Care.”

In this unique workshop delivery, Allen Hamm will join the discussion via webinar and provide an overview of the long-term care planning services he offers through his partnership with Financial Service Group.  Allen will address your questions and concerns about long-term care and augment the interactive discussion on this topic.

Also, Jack Louks from BrightStar Health Care will be here to talk about local home care options.

Register below or call our office at (262) 554-4500 to reserve your space.

REGISTRATION FOR THIS EVENT IS FULL.

We will be hosting another workshop on this topic.  Please register below to be added to the wait list.  We will contact you with details.

[/vc_column_text][mk_content_box heading=”Register for the Workshop”][vc_column_text disable_pattern=”false” align=”left” margin_bottom=”0″]Long-Term Care Planning

Date: August 5, 2014

Time: 6:30 p.m. – 8 p.m.

Location: Financial Service Group[/vc_column_text][/mk_content_box]

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April 2014

In this month’s issue:

  • Justus Morgan’s To Your Wealth column as seen in the Racine Journal Times: Common Sense can apply to mortgages
  • March 19 Social Security Workshop recap
  • Office closed notices: April 18 and 25
  • Save the dates for upcoming FSG events

Download April’s newsletter