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…
We’ve got an exciting lineup of Learning Events scheduled throughout the year. Save the dates on your calendar. Guests are always welcome!
Interested in learning about Financial Service Group (FSG) and our fee-only approach to retirement, investment and tax planning? This no pressure, no obligation session is designed to help inform you about our philosophy and approach to helping you live your great life. Who should attend: Anyone interested in learning the differences among commission, fee-based, and…
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.
FSG clients and friends, RSVP for our annual appreciation event!
Justin’s in the know when it comes to cool stuff to watch, listen to and read. Here are his favorites for June.
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…
Visit our new web and social media spaces dedicated to Career Asset Management. Learn more here.
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
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