Forward Financial Group

09/01/2026

Congratulations, Tim Scanlan! 🎉

We’re proud to congratulate our advisor, Tim Scanlan, on earning the NAPA Certified Plan Fiduciary Advisor (CPFA®) credential!

With over 30 years of experience helping companies and small businesses manage and navigate their 401(k) plans, Tim brings extensive knowledge and expertise to the retirement planning process.

This achievement reflects Tim’s continued commitment to professional development and his dedication to helping businesses and their employees work toward a more confident retirement future.

Please join us in congratulating Tim on this well-deserved accomplishment! 👏

08/24/2026

📣 FREE Seminar hosted by our Advisor, Max Flanagan!

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

🗓 Date: September 23
⏰ Time: 4:30 PM – 5:30 PM
📍 Location: Olson Memorial Library
203 N Main St, Eagle River, WI

Don’t miss this opportunity!

Register here: https://www.yoursvp.com/GEWZUG

08/20/2026

Fall is in the Air at the Brookfield Farmers’ Market!

Missed us at the Brookfield Farmers’ Market last weekend? No worries—we’ll be back! Max Flanagan will have a booth at the Market on Saturday, September 19th, from 7:30 AM–12:00 PM.

📍 Brookfield Central High School
16900 W. Gebhardt Rd., Brookfield, WI

Fall is a beautiful time to visit the Farmers’ Market, enjoy the season, and support local vendors. While you’re there, be sure to stop by the Forward Financial Group booth and say hello to Max!

We’d love to see you!

08/18/2026

🍂 Milwaukee Fall Senior Expo is coming up! 🍂

Stop by and connect with local businesses and organizations offering valuable resources, information, and services for seniors and their families.

📅 Thursday, September 10, 2026
⏰ 10:00 AM
📍 Potawatomi Casino & Hotel, 1721 W. Canal St., Milwaukee, WI
🎟️ FREE tickets: https://www.eventbrite.com/e/milwaukee-fall-senior-expo-tickets-1984580091477

Don’t miss this valuable opportunity! Be sure to stop by and visit with Max Flanagan from the Forward Financial Group team. We look forward to seeing you there!

08/06/2026

08/06/2026

A heartfelt thank you to all of our wonderful clients and friends who joined us for our Annual Summer Picnic last night! ☀️🎶

We were grateful that the weather cooperated, making for a beautiful evening filled with great food, live music, and even better company. It was a pleasure spending time with so many of you outside the office.

A special thank you to our event partners who helped make the evening such a success:
🍖 Low Rent BBQ Catering for the delicious meal https://www.lowrentbbq.com/
🎸 Dean Richard for providing fantastic live entertainment https://deanrichard.com/home
🤝 And to our valued wholesalers for their generous support of this event.

We truly appreciate everyone who attended and helped make the evening so memorable. We look forward to seeing you again at our next event!

07/28/2026

At Forward Financial Group, our hearts are with everyone affected by yesterday's tornado in the Fox Valley and the surrounding communities.

We know many families, businesses, and neighbors are facing unexpected challenges today, and we are thinking of all those who have been impacted. Our thoughts and prayers are with everyone as they begin to recover and rebuild. Please stay safe, take care of one another, and know that your community is standing with you. ❤️

If you or someone you know has been affected and is looking for shelter, recovery resources, or assistance, TMJ4 has compiled a helpful guide with the latest information on emergency shelters, relief resources, road closures, water advisories, and ways to get help:

A tornado tore through parts of the Fox Valley in east-central Wisconsin on Monday, leaving widespread destruction. TMJ4 has created a resource guide to help affected communities as recovery efforts continue.

07/23/2026

🍦National Ice Cream Month is a widely observed celebration in the United States that takes place every July, encouraging Americans to enjoy the popular frozen treat to cool off during the peak of summer.

Check out the Great Wisconsin Ice Cream Trail 👇https://www.gatherwisconsin.com/food/explore-the-great-wisconsin-ice-cream-trail/

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! 🎂🥳