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Showing 401 to 410 of 596 results for Succession Planning

  • When Retirees Give Away Too Much Money

    Certain retirees can give away too much of their savings, and others just the opposite. Learn more as Johnson Financial Group's Joe Maier, Director of Wealth Strategy, gives his insights on how to achieve a well-rounded approach to your retirement finances.

  • Q4 2022 Economic & Market Outlook

    In our Q4 economic and market outlook, Johnson Financial Group’s Jason Herried and Ron Alberts share their outlook for the economy, fixed income and equity markets

  • Liz Pfeuffer Vice President Wealth and Estate Administrator

    As Vice President Wealth and Estate Administrator, Liz ensures the company fulfills its obligations as a corporate fiduciary during post-death trust administration and estate resolution. Her responsibilities include interpreting governing documents, managing estate assets and ensuring compliance with legal and tax requirements. With her legal background and interpersonal experience, she effectively handles both simple and complex estates, meeting clients' needs fully.

  • Al Araque SVP Director of Consumer, Private & Business Banking

    As Senior Vice President, Director of Consumer, Private and Business Banking, Al’s goal is to deliver a consistent, best-in-class experience for every client. He values strong collaboration with his team. He strives to create a winning culture where all team members feel valued, included and challenged to bring Oktheir authentic selves to the table. Al builds strong relationships across all lines of business, establishing strategic partnerships to help clients achieve their financial priorities.

  • How to Merge Finances After Marriage: A Guide for Couples

    Read this step-by-step guide on how to merge finances after marriage. Learn practical tips to build a strong and secure financial future together.

  • Justin Dahl SVP Institutional Advisor

    As SVP Institutional Advisor, Justin supports institutional clients across corporate, non-profit, public funds, insurance and healthcare sectors. He takes a personalized approach to understanding clients' unique needs, providing tailored guidance through institutional asset management and advisory services. By listening, assessing and responding to his clients thoughtfully, Justin fosters strong, lasting relationships that drive growth and success.

  • Green Bay Prepares for the 2025 NFL Draft: A Boost for Local and State Economies

    Investment Analyst Drake Dorfner writes how the NFL Draft—scheduled for next week in Green Bay—isn’t just something for football fans to be excited about… it’s likely to be a boom to the Green Bay and state economy as well!

  • Social Security Optimization

    In the latest Retirement Readiness Educational Series, Samantha Kolb and Samantha Guthrie discuss Social Security optimization covering benefit basics, timing strategies and key considerations like spousal benefits and Medicare to help individuals approaching retirement make informed decisions.

  • Retirement

    It's never too early to think about where, and to whom, you want your wealth to go after you're gone – and in the most tax-efficient way possible. Whether you're in or near retirement, we’ll consider your goals and your wishes for family and future generations, so you can build on the legacy you’ve already started.

  • Michael Harms VP Commercial Banking

    As Vice President, Commercial Banking, Michael partners with a team of financial professionals dedicated to providing exceptional service for businesses and families throughout the local community. He specializes in developing strategic approaches tailored to each client's distinct financial objectives. Through a collaborative approach, Michael provides his clients with guidance and customized solutions designed to support their long-term financial success.
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