Skip to content

Your Financial Life

Establishing Goals and Savings Strategies

by Samantha Kolb, Alexis Wolff

4 minute read time

Join us for a reality-based conversation to better understand saving strategies and goal planning. This session is designed to equip you with the essential knowledge and tools you need to take control of your financial future. Whether you’re looking to build an emergency fund, save for a big purchase, or plan for retirement, this webinar is for you.

Alexis Wolff and Sam Kolb sitting a podcast studio.

Learn how to build your financial toolkit

With Alexis Wolff

Click below to download the slides from today's webinar. If you'd like to discuss your financial plan or have any questions, don't hesitate to contact your advisor. Want to hear your question covered in a future webinar? Submit it through the quick form below.

VIEW PRESENTATION from the recent webinar SUBMIT A QUESTION to contact an advisor today.

Additional Resources

1 of 6

ABOUT THE AUTHORS

Samantha Kolb

Samantha Kolb

Wealth Education Coordinator, Retirement Plan Services | Johnson Financial Group

As an education coordinator, Samantha is fortunate enough to help people reach their retirement goals and assist them in gaining a better understanding of various financial topics. She works with relationship managers and plan sponsors to develop a holistic approach to financial education and wellness for all participants. Samantha enjoys being a resource to guide others on the road to a fulfilling financial future.

Alexis Wolff

Alexis Wolff

Vice President, Commercial Banking Relationship Manager | Johnson Financial Group

As a VP Commercial Banking Relationship Manager, Alexis is responsible for maintaining and developing relationships with new and existing commercial clients. She works with clients to understand their unique banking needs and bring solutions that are tailored to their current and future needs. Alexis partners with experienced individuals across the bank to offer comprehensive solutions and financial tools to help businesses succeed.