News from SVA Plumb Financial

SVA PLUMB FINANCIAL NEWS


  • sva-featured-trost-jelacic-milwaukee-business-journal

    SVA Professionals Featured in Milwaukee Business Journal Article

    By SVA Plumb Financial | February 9, 2018
    SVA Professionals Eric Trost, CPA, MST and Peter Jelacic, CFP® are featured in an article in the Milwaukee Business Journal. The article, titled “The Impact of Tax Reform”, details the significant changes and choices business owners and individuals face with the new tax legislation.
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  • sva-plumb-presents-brooks-investing-with-impact-rotary

    SVA Plumb Financial’s Brooks Presents Investing with Impact

    By SVA Plumb Financial | February 9, 2018
    SVA Plumb Financial’s Teresa Brooks, MBA, CFP® presented a seminar on Investing with Impact for the Madison Downtown Rotary’s Going Green Fellowship group on February 7, 2018.
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  • presents-market-update

    SVA Plumb Financial Market Update - January 2018

    By SVA Plumb Financial | January 18, 2018
    In the latest SVA Plumb Financial Market Update, Randy Godsell, Principal and a member of the SVA Plumb Financial Investment Committee, discusses the new tax reform and how it can potentially impact the financial markets.
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  • sva-raises-meals-to-support-second-harvest-2017

    SVA Food and Fund Drive Raises Over 18,800 Meals in Support of Second Harvest Foodbank

    By SVA Plumb Financial | December 13, 2017
    SVA, in their annual tradition, is kicking off the holiday season by giving to people in need. During the month of November, the firm’s Madison office participated in a food/fund drive benefiting Second Harvest Foodbank.
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  • announcement-ib-executive-choice-award-finalist-2017

    SVA Plumb Financial Recognized as IB Executive Choice Award Finalist

    By SVA Plumb Financial | December 12, 2017
    SVA Plumb Financial has once again been named as a finalist for the In Business Magazine’s (IB) Executive Choice Awards in the Wealth Management Company category.
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  • 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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