What is your vitality plan?
Kay VanNorman, president of Brilliant Aging, shares her insights on retaining your vitality while you age. Interested in learning more from Kay? Let us know and we’ll host an interactive workshop with Kay!
April 17: Decoding the new tax code and what it means for you
Attend this no-cost opportunity and learn more about how the new tax code will impact you in 2018 and beyond.
New additions to our Charity Referral network
Giving back to our local community has always been important to us. We’re expanding our Charity Referral Program to include Veterans Outreach of Wisconsin and Hospice Alliance.
Volunteer Day enriches FSG team members
Read about and see images of Team FSG at work volunteering for Veterans Outreach of Wisconsin at their tiny homes for veterans project.
Donations being collected for Veterans Outreach of Wisconsin
We’re collecting items for the Veterans Outreach of Wisconsin. Check out the list of needed items!
Serving older adults and their families
Serving older Adults and their Families was the topic for the annual Summer Gathering hosted by Financial Service Group July 12-13, 2017. The two-day workshop was facilitated by Erika Walker, CEO of Sage Wave Consulting which advises businesses on preparing to serve the growing aging population. Fee-only financial planners from Wisconsin, Minnesota and Illinois used…
Learning Event: Habits of Career Sustainability
Michael P. Haubrich, founder of Financial Service Group and author of Career Asset Management: Getting Ahead, Staying Ahead and Using Your Head to Maximize your Career Value, will lead this interactive discussion on ways to develop, manage and optimize your career. Who should attend: anyone who is still actively working; new graduates; those nearing retirement.…
Learning Event: April 11 Planning for your great, late life
Late life will happen to all of us! Join Mike Haubrich as he leads an interactive discussion about financial and care topics related to later life stages.
Mike Haubrich earns Certified Senior Advisor (CSA)® designation
Area seniors now have a new resource to assist them in the aging process. Michael Haubrich recently completed a comprehensive course through the Society of Certified Senior Advisors® (SCSA) and has earned the certification of Certified Senior Advisor (CSA)®. The CSA designation in conjunction with more than 30 years of experience in financial planning means that seniors…
2017 Learning Events. Save the Dates!
We’ve got an exciting lineup of Learning Events scheduled throughout the year. Save the dates on your calendar. Guests are always welcome!