News from SVA Plumb Financial

SVA PLUMB FINANCIAL NEWS


  • presents-market-update

    SVA Plumb Financial Market Update - November 2017

    By SVA Plumb Financial | November 16, 2017
    In the fourth quarter SVA Plumb Financial Market Update, Randy Godsell, Principal and a member of the SVA Plumb Financial Investment Committee, discusses the state of the economy and markets, as well as what the months ahead might bring for investors.
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  • sva-presents-obrien-mraz-health-insurance-retirement-seminar (002)

    SVA Plumb Financial Professionals Present Health Insurance in Retirement Seminar

    By SVA Plumb Financial | November 3, 2017
    SVA Plumb Financial professionals Jeanne Mraz, CFP® and Tim O’Brien, MBA, CFA present Planning for Health Insurance in Retirement: Can You Retire Early? on November 9, 2017 for Charles Schwab. During this seminar, they will discuss health insurance options, including Medicare, for those nearing retirement and beyond.
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  • announcement-sva-receives-lea-womens-leadership-program-award

    SVA Receives LEA Women’s Leadership Program Award

    By SVA Plumb Financial | October 6, 2017
    The SVA Companies is proud to announce that it has won the Leading Edge Alliance (LEA) 2017 Edge award for Outstanding Women’s Leadership Program. This is a new award category and it honors the most creative and productive internal and/or external firm initiative or program for women’s leadership. SVA has won this award for their Women in Business initiative.
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  • sva-plumb-presents-retirement-planning-today

    SVA Plumb Financial Professionals Present Retirement Planning Today

    By SVA Plumb Financial | October 2, 2017
    SVA Plumb Financial professionals Erin Burke and Jay Neary, CFP® present for Retirement Planning Today®. This educational course for adults ages 50 to 70 will teach strategies on planning a secure retirement.
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  • sva-goes-orange

    SVA Wears Orange to Fight Hunger

    By SVA Plumb Financial | September 14, 2017
    September is Hunger Action Month and SVA has joined the fight to end hunger by wearing orange. September 14, 2017 is Go Orange Day and SVA employees wore orange and posted a company picture to NBC15 Madison’s Facebook page and on Instagram using the #Orange4SHFB. For every photo posted, 23 meals will be donated in the fight to end hunger. The goals is 3,000 photos which would mean 75,000 meals donated to Second Harvest Foodbank of Southern Wisconsin.
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  • sva-alert-equifax-breach

    Equifax Breach

    By SVA Plumb Financial | September 12, 2017
    By now you have likely read the headlines or heard the news about the enormous security breach at Equifax. Because safeguarding your identity is so important, we suggest you read and take action to proactively protect your credit as detailed below from Horsesmouth Savvy Cybersecurity™
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  • presents-market-update

    SVA Plumb Financial Market Update - July 2017

    By SVA Plumb Financial | July 20, 2017
    In this quarter’s SVA Plumb Financial Market Update, Randy Godsell, Principal and a member of the SVA Plumb Investment Committee, discusses the current state of the economy and stock valuations.
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  • sva-announcement-maureen-hansen-five-star-award

    SVA Plumb Financial’s Hansen Receives 2017 Five Star Award

    By SVA Plumb Financial | July 5, 2017
    SVA Plumb Financial professional Maureen Hansen, CLU® has been selected for the ‘Five Star Wealth Manager Award’ published in Milwaukee Magazine. This is Maureen’s fifth year winning this Five Star award.
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  • event-wib-breakfast-

    SVA’s Women in Business Breakfast

    By SVA Plumb Financial | June 23, 2017
    SVA, along with WISC-TV3 and Madison Magazine, were proud to host the inaugural Women in Business breakfast on June 20, 2017. Nearly 130 women gathered at the Edgewater to hear a panel of local successful business women share their inspiring stories of success.
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  • sva-plumb-trust-koester-parks-named-new-president (002)

    SVA Plumb Trust Company Announces New President

    By SVA Plumb Financial | June 6, 2017
    Tammy Koester Parks, JD has been named President of SVA Plumb Trust Company, LLC, an affiliate of SVA Plumb Financial.
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