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!Continue reading
Congratulations to Justin Moilanen on earning his Retirement Income Certified Professional® designation from The American College.Continue reading
Read about and see images of Team FSG at work volunteering for Veterans Outreach of Wisconsin at their tiny homes for veterans project.Continue reading
We’re collecting items for the Veterans Outreach of Wisconsin. Check out the list of needed items!Continue reading
By now you’ve heard about the serious data breach of Equifax. Learn how to respond any time you feel your confidential information has been compromised.Continue reading
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 this exclusive opportunity to learn from each other, share best practices, and actively engage in a relevant learning experience.
“The Gathering is a great way for a limited number of like-minded colleagues to come together to discuss topics that impact our clients,” said Michael Haubrich, president of Financial Service Group. “Our clients need us to be aware of and responsive to issues of their late life beyond their finances.”
Advisors participated in aging simulations, role playing, and frank discussions that helped them “experience” some of the health, cognative, and social issues of aging clients look and feel like. They also reviewed many resources that are avaialble to assist them in working with clients, their families and caregivers into and throughout the late life stage.
“There are a lot of options and decisions that aging adults have to deal with that go beyond traditional financial planning,” said Justus Morgan, also of Financial Service Group. “Having access to information about things like housing alternatives, the best ways to communicate, and emotional and cognative differences to look for helps us provide more complete life planning, not just financial planning for our clients.”
To further serve clients in this particular area, Mike Haubrich earned his Certified Senior Advisor (CSA)® designation, awarded by the Society of Certified Senior Advisors. The Society of Certified Senior Advisors (SCSA) certifies professionals who work with seniors. The Certified Senior Advisor (CSA)® credential applies to professionals who are able to demonstrate and integrate their competence and knowledge of working with older adults into their professional practices. By creating a
network of qualified professionals, SCSA strives to create a strong and safe environment for seniors and those working with them. To learn more about the SCSA or the Certified Senior Advisor designation, visit http://www.csa.us/
A few comments on the Financial Market performance for Q1 2017Continue reading
The markets have gone up and up and up, and we all know that they won’t go up forever, which means there’s a correction looming somewhere on the horizon.Continue reading
Don’t fall victim to phone scams. It’s easy to do and the scammers know how to trick you into providing responses and information that you don’t want them to have!Continue reading
Many are wondering what the outcome of the U.S. election holds in store for their portfolios. A historical look and Bob Veres’s industry perspective might help shed some light on the matter.Continue reading