COMPANY RETIREMENT PLANNING
MONEY TO INVEST
MARITAL STATUS CHANGE
ADDITION TO FAMILY
CHANGING HEALTH STATUS
TRANSITIONING A BUSINESS
BUSINESS RETIREMENT PLANS
INDIVIDUAL RETIREMENT SERVICES
PERSONAL INVESTMENT STRATEGIES
TRUST & ESTATE SERVICES
FINANCIAL PLANNING FOR PHYSICIANS
UNIVERSITY ADVISORY GROUP
FINANCIAL PLANNING FOR SAVVY WOMEN
INVESTING WITH IMPACT
SVA PLUMB FINANCIAL NEWS
SVA Plumb Financial Market Review - 2018 Annual Review
By SVA Plumb Financial | January 14, 2019
In the SVA Plumb Financial 2018 Annual Market Review, we discuss the yearly performance at a glance as well as 2018 month by month. Further topics include the bond market, trade, the Federal Reserve Board, economic trends, and what lies ahead for 2019.
SVA Plumb Financial’s Mraz Earns Certified Elder Planning Specialist Designation
By SVA Plumb Financial | January 9, 2019
SVA Plumb Financial professional Jeanne Mraz, CFP®, CEPS has earned the Certified Elder Planning Specialist designation from Plan4Life, a firm committed to training financial advisors so they can assist their clients in dealing with the difficulties of aging.
SVA Plumb Financial’s Parks and Cummisford Present Investing with Impact
By SVA Plumb Financial | January 8, 2019
SVA Plumb Financial’s Tammy Koester-Parks, JD and Robert Cummisford, CFA® will present an educational seminar on Investing with Impact for the Madison Benefits Council on January 16, 2019.
SVA Plumb Financial’s Hansen Featured in Forbes as Five Star Award Winner
By SVA Plumb Financial | January 4, 2019
SVA Plumb Wealth Management President Maureen Hansen, CLU® is listed in the January issue of Forbes Magazine as a ‘Five Star Wealth Manager Award’ winner.
SVA Food and Fund Drive Raises Over 17,800 Meals in Support of Second Harvest Foodbank
By SVA Plumb Financial | December 21, 2018
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.
SVA Supports Junior Achievement Through the JA Finance Park Workshop
By SVA Plumb Financial | December 14, 2018
On December 4, 2018, a team from SVA took time out of their busy schedules to support Junior Achievement through their workshop JA Finance Park. SVA’s volunteers met with students to talk about the value of saving and to help them prepare practice budgets.
New Group of SVA Professionals Named to Speaker’s Bureau
By SVA Plumb Financial | December 5, 2018
SVA Professionals BJ Cook, Nicholas DiMiceli, Holly Eisenhauer, Kelsey Fatzinger, Chris Fearn, Daniel Glomski, Ryan High, Bethany Keleher, Kelly Lagore and Bonnie Lilley have recently graduated from SVA’s exclusive Speaker Source program.
SVA Plumb Trust Company’s Parks Presents at Annual Family Business Update
By SVA Plumb Financial | November 28, 2018
Tammy Koester Parks, J.D., President of SVA Plumb Trust Company, LLC, presents on a panel at the State Bar of Wisconsin’s 3rd Annual Family Business Update. The live event will be held on December 12, 2018 in Madison, WI.
SVA Profiled for the Sustain Dane MPower Sustainability Program
By SVA Plumb Financial | November 15, 2018
SVA is pleased to announce that the company is profiled in Sustain Dane’s MPower 10-Year Anniversary Booklet for their sustainability efforts. The annual MPower booklet highlights companies that have graduated from the MPower Business Champions Program.
SVA Welcomes Jennifer Hoege as Chief Operating Officer
By SVA Plumb Financial | November 7, 2018
SVA is proud to announce the hiring of Jennifer Hoege, MBA as its new Chief Operating Officer. She will lead the operational areas of SVA with an eye on process optimization and creating the ideal client experience.
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