Kennedy Financial Group

08/11/2023

Tuesday, August 8th
Indianwood Golf & Country Club

08/11/2023

07/03/2023

Our office will be closed until July 5th at 8:30 a.m. Have a safe, happy, and blessed Independence Day!

06/22/2023

There's no one-size-fits-all approach to estate planning. But making sure your wishes are fulfilled and your loved ones are taken care of is essential — especially for seniors and those recently widowed.

✅ Our team is dedicated to helping out with estate planning and ensuring those closest to you are taken care of. .

06/21/2023

🧑‍💻 LIVE WEBINAR: BUDGETING 101 👩‍💻

Join KFG's Steven Fronrath as we discuss the critical role a budget plays in your financial plan and how to create one that sets you up for success. 👍

Click here to RSVP: https://us02web.zoom.us/webinar/register/WN_flsnoGBqT_yairK_g3BXww #/registration

06/20/2023

VIDEO ALERT 🎥

There’s more to estate planning than just wills and trusts. 📝

💻 Have you thought about what happens to your digital assets and social media accounts? Secure your digital legacy and keep your digital assets safe by planning ahead.

06/15/2023

🏡👨‍👩‍👧‍👦 As a young person, you may think that estate planning isn't for you. However, having a plan means protecting your loved ones and ensuring a solid foundation for their future! 🌟✨

Watch as Estate Planning Attorney, Elisabeth J. Rubel PLLC explains how an estate plan is vital in:
📝 Charting your legacy
🔒 Safeguarding your family's dreams
💞 Nurturing your childrens' needs
🌱 Growing wealth wisely
📜 Planning for the unexpected

06/14/2023

🔐 What is Probate? ⚖️

When it comes to Estate Planning, the term "Probate" comes up A LOT - and people rarely have nice things to say about it. 🚫

🔍 But what is it? Learn what Probate truly is and why it can be a legal labyrinth that involves:

⌛️ Time-consuming delays
💸 Hefty court fees
🔒 Privacy pitfalls

🌟 Listen as Estate Planning Attorney, Betsey Rubel, explains why and how you should protect your loved ones from probate with your plan. 🎬💪

05/26/2023

Kennedy Financial Group's office will be closed until 8:30 a.m. Tuesday, May 30th as we take time to honor those who've given the ultimate sacrifice for our country. We look forward to helping you live your best financial life when we return.

05/24/2023

Worried your estate plan may not be up to s***f? Has it been a while since you've even thought about updating your estate documents? Join Kennedy Financial Group at Elisabeth J. Rubel PLLC for a free live webinar on how to go about making sure your estate plan is up-to-date and error-free! https://forms.gle/6S6b4e2itaCUQNdN6

05/11/2023

KFG's President, Brandon Kennedy, was proud to have the opportunity to join Capital Group's Renee Grimm and Sam Gumma to educate fellow advisors across the country on employer-sponsored retirement plan opportunities. Brandon showcased his passion for helping business owners manage their retirement plans and implement financial wellness programs.

With Secure Act 2.0 and constantly changing legislation, retirement plans can be daunting for business owners. We are proud that Brandon has been recognized as an expert in helping make the complex simple in this arena!

Are you a business owner looking for help with retirement plans or a financial wellness programs? We can help! Go to www.kennedyfg.com for more information!

05/10/2023

Clients and Team KFG had a great time at Visualize Retirement with T. Rowe Price Insights Leader, Pat Delaney last night!

Visualize Retirement discusses an often overlooked part of retirement planning - what do you want to do when you retire? And how will that impact you mentally and emotionally?

This part of retirement planning is often overlooked but, informs every part of your plan! We cannot wait to hear about the conversations this workshop stirred!

As always, if you’d like to talk about your retirement plan, we’d be happy to book a call for you with our team. Email us at [email protected]!