Forward Financial Group

07/16/2026

07/06/2026

🎉 Birthday celebrations at Forward Financial Group!

A few members of our team got together for lunch last week to celebrate two special birthdays!

Denise celebrated her birthday on July 4th, and Greg will be celebrating his birthday on July 11th.

Please join us in wishing them both a very happy birthday and a wonderful year ahead filled with happiness, good health, and continued success! 🎂🥳

07/02/2026

🎆 This Independence Day is especially meaningful as our nation celebrates the 250th anniversary of the signing of the Declaration of Independence.

As we commemorate this historic milestone, we honor the values of freedom, opportunity, and the enduring spirit that has shaped our country for 250 years.

From all of us at Forward Financial Group, we wish you and your family a safe, happy, and memorable Fourth of July weekend. Happy Independence Day! ❤️🤍💙

06/30/2026

📱 Happy Social Media Day!

Today, June 30th, we celebrate the many ways social media helps us stay connected, informed, and engaged with one another.

At Forward Financial Group, we're grateful for the opportunity to connect with our clients and community online. Whether we're sharing tips, company updates, or community events, we're glad you're part of our journey.

Be sure to follow us to stay up to date:
📘 Facebook: https://www.facebook.com/FORWARDFG
📸 Instagram: https://www.instagram.com/forwardfinancialgroupwi/
💼 LinkedIn: https://www.linkedin.com/company/forwardfg/

06/23/2026

**Reminder** FREE Seminar in Eagle River, TOMORROW!
Hosted by our Advisor, Max Flanagan.

Join us to learn about “How Tax Planning Changes Through the Four Stages of Retirement.”

🗓 Date: June 24
⏰ Time: 4:30 PM – 5:30 PM
📍 Location: Olson Memorial Library
203 N Main St, Eagle River, WI

📣 FREE Seminar hosted by our Advisor, Max Flanagan!
Join us to learn about “How Tax Planning Changes Through the Four Stages of Retirement.”

🗓 Date: June 24
⏰ Time: 4:30 PM – 5:30 PM
📍 Location: Olson Memorial Library
203 N Main St, Eagle River, WI

Don’t miss this opportunity!

06/22/2026

Happy Father’s Day to all the dads, grandfathers, stepdads, and father figures who make a difference every day.

Today, we celebrate the guidance, support, hard work, and love you provide to your families and communities. Thank you for the many ways you help shape future generations and create lasting memories.

From all of us at Forward Financial Group, we hope you had a wonderful Father’s Day!

06/19/2026

A mid-year financial check-in is a great opportunity to see how far you've come and make adjustments for the months ahead.

✔️ Review your retirement contributions
✔️ Revisit your investment strategy
✔️ Check your savings goals
✔️ Update your budget for changing expenses

Small changes today can help keep you on track toward your long-term financial goals and provide greater confidence for the future.

At Forward Financial Group, we're here to help you navigate life's changes and stay focused on what matters most. If it's been a while since your last review, now is the perfect time to check in.

06/12/2026

As another school year comes to a close, we want to congratulate all of the students celebrating their last day of school and the graduates reaching an exciting new milestone. Your hard work and dedication deserves to be celebrated!

As summer begins, we hope everyone enjoys time with family and friends, makes lasting memories, and takes advantage of the longer, sunnier days.

From all of us at Forward Financial Group, we wish you a safe, happy, and relaxing summer! Here are some of our own family members last day of school and graduations!☀️🎓🍉

06/04/2026

Save the Date 🗓️☀️

Clients, please mark your calendars for our annual Summer Picnic.

We look forward to spending a wonderful afternoon with everyone in just a couple of months!

RSVP information is below.

05/26/2026

📣 FREE Seminar hosted by our Advisor, Max Flanagan!
Join us to learn about “How Tax Planning Changes Through the Four Stages of Retirement.”

🗓 Date: June 24
⏰ Time: 4:30 PM – 5:30 PM
📍 Location: Olson Memorial Library
203 N Main St, Eagle River, WI

Don’t miss this opportunity!