Attend our June 11 Learning Event to help you make sense of retirement distributions, income sources, penalties and more.
Continue readingJustus Morgan teaching Retirement Planning Today® mini-course at UW-Parkside
Justus Morgan is once again teaching Retirement Planning Today for those age 50-70. Read more and register
Continue readingMedicare Learning Event – Sept 12
Attend our upcoming learning event and discover all the critical things you need to know about Medicare and the important decisions you need to make.
Continue readingLong Term Care Planning Learning Event – Oct 10
At this 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.
Continue readingMay 8: Exploring FSG – experience our unique approach to helping you live your great life
Here’s an opportunity to learn more about FSG and the fee-only advantages you’ll experience with us. Open to the public!
Continue readingApril 17: Decoding the new tax code and what it means for you
Attend this no-cost opportunity and learn more about how the new tax code will impact you in 2018 and beyond.
Continue readingLearning Event: Preparing for your retirement
Wondering what you need to do to ensure you’re ready for retirement? This informative, interactive session is designed to share information, address questions and highlight key issues for planning for your retirement. Who should attend? Anyone planning to retire! What we’ll cover: We’ll provide insight on the following questions so that you can make informed […]
Continue readingLearning Event: Habits of Career Sustainability
Michael P. Haubrich, founder of Financial Service Group and author of Career Asset Management: Getting Ahead, Staying Ahead and Using Your Head to Maximize your Career Value, will lead this interactive discussion on ways to develop, manage and optimize your career. Who should attend: anyone who is still actively working; new graduates; those nearing retirement. […]
Continue readingLearning Event: April 11 Planning for your great, late life
Late life will happen to all of us! Join Mike Haubrich as he leads an interactive discussion about financial and care topics related to later life stages.
Continue reading2017 Learning Events. Save the Dates!
We’ve got an exciting lineup of Learning Events scheduled throughout the year. Save the dates on your calendar. Guests are always welcome!
Continue reading