Jonathan Obest, CFP, RICP - Modern Woodmen of America

Jonathan Obest, CFP, RICP - Modern Woodmen of America Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

Financial myths can be scary. Here’s one worth clearing up.Whether retirement is decades away or just around the corner,...
10/08/2026

Financial myths can be scary. Here’s one worth clearing up.

Whether retirement is decades away or just around the corner, having a plan in place can help you feel more confident about the future.

What's scarier than a haunted house? Not having a plan to protect the people who matter most. Life insurance is the foun...
10/07/2026

What's scarier than a haunted house? Not having a plan to protect the people who matter most.

Life insurance is the foundation of a sound financial strategy and can help safeguard your family's future.

Let's connect.

10/05/2026

Just like the seasons change, so does life.A new career. Marriage. Children. Grandchildren. Retirement. As your life evo...
10/01/2026

Just like the seasons change, so does life.

A new career. Marriage. Children. Grandchildren. Retirement. As your life evolves, your financial plans should, too.

One simple step? Review your beneficiary information regularly. Making sure the right person or entity is listed can help ensure your wishes are carried out and your loved ones are protected.

Let's discuss.

Think life insurance is out of your budget? You might be surprised.Many people overestimate the cost of life insurance, ...
09/30/2026

Think life insurance is out of your budget? You might be surprised.

Many people overestimate the cost of life insurance, and that misconception can keep them from getting the protection their loved ones need.

Let's meet to discuss how life insurance will work in your budget.

Myth: Fraternalism is an old-fashioned concept that no longer matters.Fact: Fraternalism is simply people helping people...
09/25/2026

Myth: Fraternalism is an old-fashioned concept that no longer matters.

Fact: Fraternalism is simply people helping people. Through Modern Woodmen member programs and benefits, members have opportunities to connect, give back and access support that helps make a difference in their lives and communities.

Maybe it's a photo from a volunteer project. Maybe it's a story about helping a neighbor. However you give back, I'd lov...
09/24/2026

Maybe it's a photo from a volunteer project. Maybe it's a story about helping a neighbor. However you give back, I'd love to see it.

Share your photo or story in the comments!

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