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• Foundations of a Financial Plan

  Designed for individuals approaching retirement age, this session explores the six key components of a comprehensive financial plan and outlines the planning process most financial professionals follow

• Investment Process: Going Beyond the Regulations in Retirement Plan Strategy

  When discussing retirement plans, people often gravitate first toward investment selection. It's a common misconception that this area is mostly about picking high-performing funds. It’s actually about a process—one that needs strategic, ongoing management.

• American Jobs Plan: Potential Implications for You and Your Business

  Johnson Financial Group’s Melissa Olson and Kelly Mould joined a recent episode of the GoGedders podcast to share their thoughts on how to strengthen your financial picture, decrease your financial stress, and avoid financial pit-falls through different life stages. To learn more about how you can get on the right track to financial freedom, listen to their interview below.

• Participant Support: Going Beyond the Regulations in Retirement Plan Strategy

  Discover how supporting employees through their financial journeys, especially with retirement planning, can alleviate widespread financial stress, boost workplace productivity, and position your company as a top employer.

• Provider Management: Going Beyond the Regulations in Retirement Plan Strategy

  Learn why plan sponsors and participants deserve excellence in retirement plan management—from user-friendly portals to robust cybersecurity. Discover best practices for evaluating your provider, including the Department of Labor's recommendation to conduct RFI/RFP reviews every three to five years, and how fiduciary advisors can help ensure ongoing assessment and compliance.

• Options for Your Retirement Plan if Your Employer Is Acquired

  Mergers and acquisitions are an ever present reality in business. The headlines often focus on the financials of the business transaction, but the financial impact on individual employees can be just as important.

• Six Tips for Developing a Business Plan for Uncertain Financial Times

  Lawyers should have a business plan and contingency financing in place to weather uncertain financial times that cannot be addressed with conventional strategic planning. State Bar of Wisconsin Law Practice Assistance Manager Christopher C. Shattuck and Courtney Searles, senior vice president and private banking regional manager for Johnson Financial Group, discuss best practices for business planning.

• Do you need an estate plan? No, but you want one.

  This is part of an ongoing series of articles about estate planning and succession planning, written by Joe Maier, JD, CPA, Senior Vice President, Director of Wealth Strategy

• What Is a Retirement Plan? A Beginner’s Guide to Saving for Your Future

  Discover the essentials of a retirement plan with our comprehensive guide. Learn what it is, how it works and how it can help you save for retirement.

• Johnson Financial Group plans new branches, including in West Milwaukee

  Johnson Financial Group is planning to build a 4,500-square-foot retail branch at 4319 W. National Ave. in West Milwaukee.