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  • Why FSG
  • What We Do
  • Who We Are
    • Our Team
    • Careers
    • Learn about fee-only FSG
    • Giving Back to the Community
  • Client Center
  • News
  • Contact Us
  • Form CRS

Retirement Planning Today course – October 2022

Event, WorkshopsBy Financial Service GroupSeptember 13, 2022

Justin and Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in October. The programs explores the “big picture” of various personal finance topics and is open to the public.

Taking Flight: An evening adventure with Mike Haubrich

EventBy Financial Service GroupSeptember 20, 2021

Please note: This event has been cancelled. We’ll be sure to let you know when it is rescheduled!

Health Insurance Before Medicare – October 5 Virtual Learning Event

Event, WorkshopsBy Tami WittAugust 13, 2021

Repeat session! In this virtual event, you will learn about differences, costs and coverages associated with health insurance before age 65.

Long Term Care Planning Learning Event – September 14

Event, WorkshopsBy Tami WittJuly 12, 2021

At this repeat learning event, we’ll cover important things you need to think about when it comes to long-term care planning for yourself or your loved ones.

Understanding your Social Security Benefit – A Virtual Learning Event – June 2

Event, WorkshopsBy Tami WittMay 1, 2020

Attend our next Virtual Learning Event, hosted by Justin Moilanen.

Investment Update Webinar – A Virtual Learning Event – April 20

Event, WorkshopsBy Financial Service GroupApril 9, 2020

Attend the April 20 Webinar, hosted by Justin Moilanen on the topic of Investing

Understanding your Social Security Benefit – March 14 Coffee & Kringle event

Event, WorkshopsBy Financial Service GroupMarch 12, 2020

This event is being rescheduled due to limiting group interactions during the active Coronavirus outbreak.

Building your Investment Portfolio – April 18 Coffee & Kringle event

Event, WorkshopsBy Financial Service GroupMarch 6, 2020

Our scheduled Coffee & Kringle learning events are being postponed until further notice.

Making Sense of Retirement Distributions – October 17 Coffee & Kringle event

Event, WorkshopsBy Financial Service GroupJanuary 5, 2020

Attend our October 17 Coffee & Kringle with Justin to help you make sense of retirement distributions, income sources, penalties and more.

Decoding the Tax Code – September 19 Coffee & Kringle event

Event, WorkshopsBy Tami WittJanuary 5, 2020

Make the tax code a little easier to stomach by joining Justin for some tasty Coffee & Kringle on Saturday, September 19 at 10 a.m.

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FINANCIAL SERVICE GROUP INC.

4812 Northwestern Avenue
Mount Pleasant, Wisconsin 53406
Phone: (262) 554-4500 | Toll-Free: (800) 420-4500
Fax:(262) 554-1907 | Email: info@toyourwealth.com
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