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Showing 381 to 390 of 960 results for Planning for Retirement

  • Jason Herried Joins Chuck Jaffe on Money Life Market Call

    Jason Herried, SVP Director of Equity Strategies, joined Chuck Jaffe on Money Life - a daily financial talk show focusing on investing, handling, managing, planning for and protecting your money. Listen here.

  • AI: A New Mom’s Best Friend

    For PM Kelsey Ellsworth, CFA, becoming a mother was the biggest news of the year, but for markets, AI has been the topic that has dominated many investors’ thoughts. In this week’s Wealth Insights, Kelsey dives into what might be ahead for AI in the investment world.

  • Scott Fortune SVP Commercial Banking

    As Senior Vice President, Commercial Banking, Scott is focused on providing tailored solutions to help you achieve your financial goals and objectives. As a trusted partner, his direct approach allows him to build long-term, meaningful relationships and to create additional value for his clients.

  • Doug Nelson SVP Regional President, Madison

    As SVP Regional President of Madison, Doug leads the Madison region’s commercial banking team. He partners closely with other leaders in the greater Madison market to ensure that all lines of business are working together for the continued success of JFG clients and the community at large. Doug works to understand each business that he serves, introducing clients to relevant JFG teams to build strong relationships. With most of his career spent in Southern Wisconsin and the Greater Madison markets, Doug uses his deep community connections to provide value to his clients.

  • Your Financial Life

    Use these savvy tips and financial tools as you plan for the big decisions in your life.

  • Starting to Save

    Saving can be one of the most challenging habits to begin and carry forward. Find out how you can use saving as a tool to build and maintain wealth.

  • Alexis Wolff Vice President, Commercial Banking Relationship Manager

    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.

  • Mastering Growth in Business

    Matt Haas, SVP Business Banking Manager shares practical insights on planning for growth, building the right team and leveraging financial solutions to support your business goals.

  • Building a Legacy

    Joe Maier discusses the importance of estate planning and legacy building when exiting a business and provides tips on how to build a legacy, common mistakes to avoid and the role of a financial advisor in the process.

  • Chad Zoske SVP – Commercial Banking Relationship Manager

    As a Senior Vice President – Commercial Banking Relationship Manager, Chad specializes in developing and nurturing relationships with privately held family owned businesses in Southeastern Wisconsin. He excels in identifying and engaging key decision makers, driving strategic relationship planning to offer comprehensive financial solutions. Chad firmly believes that genuine connections and a deep understanding of each client's business are essential to helping them achieve both their short-term and long-term goals.
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