We hope you are having a good start to 2018! Last year we announced our name change to Madison Financial Planning. The reason for the change was to emphasize the service we believe provides the most value in our advice relationship. Many of you have taken advantage of, and benefited from, the analysis and projections provided by this new technology. In addition to the focus on financial planning, we have put an emphasis on the relationship between health and wealth. Your health is one of the primary drivers when making financial decisions and enjoying what you have worked so hard to accumulate.
To that end, we wanted to share with you what we are planning for 2018. Our firm has made a commitment to share our knowledge with the local community. We have a number of events already scheduled and would love for you to join us and invite friends that you think would be interested in these topics. The following organizations have asked us to provide our professional expertise at the following programs:
Madison Chamber of Commerce Health and Wellness Symposium
We will be on hand discussing the integral link between Health & Wealth
Daniel Hand High School Career Fair
We will be sharing our experience and the education needed to pursue a career in the financial planning and investment field.
Madison Senior Center
We will host a series of informative panels to review topics related specifically to Seniors including Housing Choices, Healthcare, and Estate planning. Exact dates to be determined and will be posted in the Senior Center Newsletter.
Please visit our website on a regular basis to view upcoming events, read our blog, visit our resource center, access weekly market commentary, and to access your accounts. As always, we value your friendship and the trust you have placed in our firm. We look forward to helping you reach your goals in this new year and beyond.
CFP®, ChFC, CLU