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…
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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
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 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…