Jonathan Obest, CFP, RICP - Modern Woodmen of America

Jonathan Obest, CFP, RICP - Modern Woodmen of America Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

Just as physical fitness helps your body perform well and recover from stress, financial fitness helps your finances fun...
06/03/2026

Just as physical fitness helps your body perform well and recover from stress, financial fitness helps your finances function smoothly and withstand economic challenges over time.

Looking for tips on how to improve your financial fitness? Let's meet!

06/01/2026

Congratulations to the winners of our scholarship competition!  Between the competition for high school seniors and the ...
05/29/2026

Congratulations to the winners of our scholarship competition!

Between the competition for high school seniors and the competition for members 21 and up, we gave away $622,000 to 370 member students.

See the full list of winners here:

Ever wonder what our logo really means? The shield represents the protection we provide our members. Look closer and you...
05/28/2026

Ever wonder what our logo really means?

The shield represents the protection we provide our members. Look closer and you’ll see the clouds form an eagle’s head watching over the communities we serve.

Graduating college this month? Here are four money tips to keep in mind before starting your first full-time job.  Psst ...
05/27/2026

Graduating college this month? Here are four money tips to keep in mind before starting your first full-time job.

Psst ... don't stress. I'm here to help with any questions!

05/22/2026

With summer break on the horizon, it's the perfect time to plan ahead for your summer activities. And a great way to help you save on them – PerkSpot!

As a Modern Woodmen member, you have access to this special discount hub to help you save on a variety of products, services and experiences – like electronics, food, travel and more!

Log in to your online member account to learn how to access these savings!

https://www.modernwoodmen.org/my-membership/member-benefits/discount-programs/?utm_source=facebook&utm_medium=176663&utm_campaign=3217483

Did you know Modern Woodmen members had their own version of Memorial Day? In the late 1800s, Modern Woodmen camps (now ...
05/21/2026

Did you know Modern Woodmen members had their own version of Memorial Day?

In the late 1800s, Modern Woodmen camps (now chapters) set aside a special day – typically the first Sunday in June – to honor members who had passed away. This tradition is believed to have begun in 1890 in Dubuque, Iowa, before spreading to camps across the country. Many chapters continue this tradition today.

These remembrance days were intentionally held on a different date so members could also fully observe the national Memorial Day – a time dedicated to honoring and remembering the servicemen and women who made the ultimate sacrifice for our country.

Trees are a lot like retirement accounts. After the initial planting, they need love and attention. After planting a see...
05/20/2026

Trees are a lot like retirement accounts. After the initial planting, they need love and attention.

After planting a seed for retirement, it's vital to keep watering it. Let's meet to see if your retirement is growing as expected.

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23441 South Pointe Drive , Suite 110
Laguna Hills, CA
92653

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