Forward Financial Group

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!

05/22/2026

This Memorial Day, we honor and remember the brave men and women who made the ultimate sacrifice for our country. 🇺🇸

As we spend time with family and friends this holiday weekend, we reflect with gratitude on the freedoms we enjoy because of their service and dedication.

In observance of the holiday, our office will be closed on Monday, May 25th.

From all of us at Forward Financial Group, we wish you a safe and meaningful Memorial Day.

05/18/2026

Our very own, Max Flanagan, is featured in the June issue of Lake Country Living Magazine!

If you would like to learn more about the services we offer at FFG, please contact our office ☎️262-444-5401. Our team is always happy to assist you.

05/15/2026

Who’s ready for some football?! 🏈💚💛 The Green Bay Packers schedule has been officially released and we’re already looking forward to another season!

Check out the full schedule here: https://www.packers.com/schedule/2026/

05/11/2026

Happy Mother’s Day to two truly exceptional women on our FFG team — Jana and Denise! 🌷

Today, we celebrate not only the incredible mothers they are at home, but also the care, dedication, patience, and compassion they bring to our office every single day. Their commitment to our clients and support for our team make a lasting impact that never goes unnoticed.
Jana and Denise consistently go above and beyond, balancing the demands of motherhood with professionalism, kindness, and leadership. We are grateful for everything they do and proud to have them as such an important part of our office family.

Please join us in wishing Jana and Denise a very Happy Mother’s Day! 💐