Finding your way through the Medicare maze – Oct 11
Join FSG for this interactive presentation with Q&A as part of our Life-Long Learning Events. Free to clients, guests and the general public with registrations. Click “read more” for event details.
Client & Friends Appreciation Event – September 8, 2016
FSG clients and friends, RSVP for our annual appreciation event!
Justin’s Watch, Listen, Read picks for June 2016
Justin’s in the know when it comes to cool stuff to watch, listen to and read. Here are his favorites for June.
Justus Morgan earns Retirement Income Certified Professional® (RICP®) designation
Congratulations to Justus Morgan on earning the RICP® designation! Candidates for the RICP designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements, and participate in The College’s continuing education program. The RICP…
Career Asset Management web site and social sites now live!
Visit our new web and social media spaces dedicated to Career Asset Management. Learn more here.
September 2013
In this month’s newletter: Justus Morgan’s article: When a will doesn’t matter. Our new lobby is a “destination.” Download this month’s newsletter
August 2013
Featured in this month’s To Your Wealth: Why bonds lose value Free shredding services available at FSG Photos from our First Friday and Bob & Brian Open Events Download To Your Wealth Update – August 2013
July 2013
Featured in this month’s To Your Wealth: Long term care: a family decision Long term care workshop announced Event reminder: First Friday with FSG Lighthouse run photos Download ToYourWealth Update – July 2013
LORI JOZEFIAK
Lori Jozefiak Client Service Administrator Lori joined FSG in 2010 as our “Director of First Impressions,” where she interacted daily with clients on the phone and in-person. After taking a brief hiatus to explore new opportunities, Lori returned to FSG in 2019. In 2024, she took on an expanded role as our Client Service Administrator…