Forward Financial Group

10/23/2026

⚾💙💛 IT’S WORLD SERIES DAY! 💛💙⚾

Let’s rally behind our Brew Crew as they chase their first World Series championship! 🏆

GOOD LUCK, BREWERS! BRING IT HOME!

10/22/2026

🎉 Happy Birthday, Max Flanagan! 🎂

Join us in wishing our wonderful advisor a very happy birthday and another fantastic year ahead!

From all of us at Forward Financial Group, have a great birthday Max!

10/16/2026

⚾ The Milwaukee Brewers are headed to the WORLD SERIES for the first time since 1982! What an incredible run for our Brew Crew!

From all of us at Forward Financial Group, we’re cheering on our hometown team as they take the biggest stage in baseball. Let’s bring home that championship! 🏆

Go Brewers! 💙💛

10/15/2026

Look for our Forward Financial Group signs at the FREE Senior Expo today! Our Advisor, Max Flanagan will be there until 1pm.

Connect with local organizations dedicated to helping seniors & their families. Prize drawings, refreshments & health screenings included!

📍 Waukesha County Expo Center, 1000 Northview Rd, WI

10/13/2026

🚨 *REMINDER* The FREE Senior Expo is this Thursday, Oct. 15th.

⏰ 10:00 AM - 1:00 PM
📍 Waukesha County Expo Center, 1000 Northview Rd, WI

Be sure to stop by and say Hi to Max Flanagan from our Forward Financial Group team!

🎉 Attend a FREE Senior Expo on Oct. 15th.

Connect with local organizations dedicated to helping seniors & their families. Prize drawings, refreshments & health screenings included!

📅 Thursday, October 15, 2026
⏰ 10:00 AM - 1:00 PM
📍 Waukesha County Expo Center, 1000 Northview Rd, WI
🎟️ FREE tickets: https://www.eventbrite.com/e/waukesha-senior-expo-tickets-1985063648810

Don’t miss this valuable opportunity! Be sure to stop by and visit with Max Flanagan from our Forward Financial Group team!

10/06/2026

📅 October is Financial Planning Month!

As we move into the final months of the year, it’s a great time to review your financial plan and make sure you’re on track for the future.

Here are a few key reminders to consider this month:

💰 Review your retirement savings — Are you maximizing your 401(k), IRA, or other retirement contributions?

📊 Review your investment portfolio — Make sure your investments continue to align with your goals, timeline, and risk tolerance.

🧾 Consider year-end tax planning — Review potential tax-saving strategies before December 31.

❤️ Revisit your estate plan — Make sure beneficiaries, wills, trusts, and other important documents are up to date.

🎓 Check education savings — If you’re saving for a child or grandchild, review your 529 plan contributions and goals.

📋 Review your financial goals — Life changes, and your financial plan should evolve with you.

A little planning today can help you feel more confident about tomorrow. If you have questions about your financial plan or would like to discuss your goals, the team at Forward Financial Group is here to help.

09/28/2026

🏈 A Night Out with FFG!

Last Thursday, we enjoyed a fun night out at Bullwinkle’s cheering on the Packers! While unfortunately the Packers didn’t pull off the win, we still had something to celebrate—the Milwaukee Brewers brought home a victory! 🎉

A big thank you to our wonderful clients who came out and spent the evening with us. We always enjoy the opportunity to connect, share some laughs, and enjoy a little Wisconsin sports together.

09/24/2026

📰 We’re excited to share that our advisor, Max Flanagan, is featured in the October issue of Lake Country Living!

Max shares his career path, his approach as an Advisor and some of his personal side in this month’s feature article. We’re proud to have him representing Forward Financial Group in the community.

Here’s a sneak peek! 👀

09/21/2026

🚨 REMINDER, this Wednesday, our Advisor Max Flanagan, is hosting a FREE seminar in Eagle River!

Join us to learn about “How Tax Planning Changes Through the Four Stages of Retirement.”

🗓 Date: September 23
⏰ Time: 4:30 PM – 5:30 PM
📍 Location: Olson Memorial Library
203 N Main St, Eagle River, WI

Register here: https://www.yoursvp.com/GEWZUG

📣 FREE Seminar hosted by our Advisor, Max Flanagan!

Join us to learn about “How Tax Planning Changes Through the Four Stages of Retirement.”

🗓 Date: September 23
⏰ Time: 4:30 PM – 5:30 PM
📍 Location: Olson Memorial Library
203 N Main St, Eagle River, WI

Don’t miss this opportunity!

Register here: https://www.yoursvp.com/GEWZUG

09/18/2026

🚨 REMINDER 🚨

Come stop by the Brookfield Farmers Market tomorrow, Saturday, Sept. 19th! Our Advisor, Max Flanagan will have a booth at the market and would love to see you!

📍 Brookfield Central High School
16900 W. Gebhardt Rd., Brookfield, WI
⏰ 7:30 AM–12:00 PM

Whether you're enjoying the market, picking up some local favorites, or simply have a financial question you've been meaning to ask, stop by and say hello to Max!

https://brookfieldfarmersmarket.com/