Our free August Learning Event is focused on exploring a host of options for senior living. SIgn up now!
Continue readingMaking Sense of Retirement Distributions – June 11 Learning Event
Attend our June 11 Learning Event to help you make sense of retirement distributions, income sources, penalties and more.
Continue readingHealth Insurance Before Medicare – October 8 Learning Event
Learn more and register for our October Learning Event facilitated by Justus Morgan and Mike Farrell from David Insurance. learn more about health insurance options before Medicare eligibility!
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 retirement decisions.
– Can I retire?
– When should I start Social Security?
– What are my Medicare options?
– Should I choose a lump sum or monthly income pension?
– What is a rollover?
– How should my investment accounts be invested?
– How much can I withdraw each year?
– When do I have to take Required Minimum Distributions (RMDs)?
– How much will I pay in taxes?
– Should I buy long-term care insurance?
Seating for our learning events is limited so please register below or call Traci at 262-554-4500 x105.[mk_content_box heading=”Register for this Event”][vc_column_text disable_pattern=”false” align=”left” margin_bottom=”0″] Preparing for your retirement
Date: Tuesday, November 14, 2017
Time: 6:30 p.m. – 8 p.m.
Location: Financial Service Group | 4812 Northwestern Avenue, Mount Pleasant, WI 53406
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Learning 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. If you’re still working, you’ll pick up tips for how to keep your career adding value to your financial well-being long after you may imagine. If you’re retired or nearing retirement, you’ll hear about ways you can continue to use your skills in your productive later life.
Come hear about the three habits of career sustainability that will refresh and renew your perspective on what it takes to keep your career asset giving you great returns. In this interactive session, you’ll engage in a lively discussion about ways to develop, manage, and optimize your career asset.
Attendees will receive an autographed copy of Mike’s book.
Remember, our sessions are open to the public and seating is limited. You are welcome to invite guests, but please register everyone who you’ll have attending so we can be sure to have enough seats.
Please register below or call Traci at 262-554-4500 x105.[mk_content_box heading=”Register for this Event”][vc_column_text disable_pattern=”false” align=”left” margin_bottom=”0″]Habits of Career Sustainability
Date: Tuesday, June 6, 2017
Time: 6:30 p.m. – 8 p.m.
Location: Financial Service Group | 4812 Northwestern Avenue, Mount Pleasant, WI 53406
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