To Your Wealth: Creating a lasting gift
Legacy gifts can help make a difference in the lives of others, in projects, and in infrastructure. We work with clients on helping them their legacy gifting strategies that align with their Great Life vision.
What’s Your Plan for Aging?
At Financial Service Group, we’ve spent years helping families plan for the later stages of life. Creating a thoughtful aging plan doesn’t just benefit you—it supports those around you, too. Read more in Justus’s To Your Wealth column
Retirement Planning Today course – October 2024
Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March. The program explores the “big picture” of various personal finance topics and is open to the public.
Retirement Planning Today course – May 2024 – offered at additional location – Gateway Burlington Campus
Vince will be teaching the next Retirement Planning Today® mini-course at the newly added Gateway Burlington campus. The program provides an introduction to various personal finance topics and is open to the public.
To Your Wealth: 3 Smart Money Moves for 2024
Justus offers three immediate things you can do to jump start your financial well-being in 2024.
Retirement Planning Today course – March 2024
Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March. The program explores the “big picture” of various personal finance topics and is open to the public.
Retirement Planning Today course – October 2023
Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March. The program explores the “big picture” of various personal finance topics and is open to the public.
Retirement Planning Today course – March 2023
Justin and Vince will be teaching the Retirement Planning Today mini-course at UW-Parkside in March. The programs explores the “big picture” of various personal finance topics and is open to the public.
Retirement Planning Today course – October 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.
Justin Moilanen teaching virtual Retirement Planning Today® course in October
Justin Moilanen will be teaching the Retirement Planning Today® curriculum in-person under the banner of UW-Parkside’s mini-course offerings. Read more and register.