Search Results
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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.
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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.
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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.
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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.
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Fiduciary Governance: Going Beyond the Regulations in Retirement Plan Strategy
A truly excellent retirement plan benefits both employees and employer. Regulatory compliance is the baseline of excellence—not the finish line. In this series on “going beyond the regulations,” we cover best practices across six areas to look out for.
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Fee structure: Going beyond the regulations in retirement plan strategy
Your fee structure reflects your dedication to creating a retirement plan that serves employees and supports business objectives, while building trust through transparency and equitable practices. Learn more about why fees can impact your plan.
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When the Inheritance is Junk to Heirs, Advisors Need a Plan
Learn from Director of Wealth Strategy Joe Maier how to create an estate plan that truly reflects what matters to your family when it comes to your valuables.
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Everyone Has an Estate Plan. Whose Deciding Yours?
Estate planning isn't just for the wealthy. In this webinar, Wealth Education Coordinator Maureen Holsen and Director of Wealth Strategy Joe Maier discuss key estate planning essentials and how to ensure your wishes are reflected in your plan.
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Summary of Key Provisions of the One Big Beautiful Bill
On July 4, 2025, President Trump signed into law the One Big Beautiful Bill – but what does that mean for you and your financial plan? In this week’s Wealth Insights, Michael Miller breaks down some key provisions that will have an impact on wealth planning.
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Chuck Salzwedel SVP Private Client Services Relationship Manager Certified Wealth Strategist®
As Senior Vice President, Private Client Services Relationship Manager, Chuck focuses on helping clients meet their goals and objectives through a holistic approach to personal finance. By being a good listener and sharing a genuine interest for his clients’ needs, Chuck believes the best financial recommendations and solutions come from devoting the time up front. With a solid understanding of the complex issues associated with wealth, Chuck translates this knowledge into solutions as clients go through different life stages.