Tackling Client Needs, One Play at a Time

3245 Lighthouse Lane,West Bend WI 53090

21 September, 2022

Description

Dear Friend, Fall is rapidly approaching in Wisconsin! As the weather begins to cool off and leaves change in hue, it’s hard to not be reminded of a true American pastime that coincides with this season: Football is back! Huzzah! Our favorite college and professional teams are returning to the gridiron, each with a unique storyline for their season. Perhaps they are defending a recent title or looking to bounce back from a sub-par year. Maybe they hired a new coach or coordinator and are anxiously anticipating the results. Whatever the case, each team is focused on the end goal of hoisting the championship trophy come January-February, 2023. The path to reach the title, however, is not as clear-cut. Teams must learn to overcome obstacles that present themselves during the season: internal conflict, a difficult rivalry game, hostile environments during away games, major injuries. Each trial becomes a learning and growth opportunity that strengthens championship mettle. In order to meet these challenges head-on, coaches need to install a sound gameplan with their players. A thorough playbook is essential to hurdling championship-level challenges. The September Lunch & Learn event features our TrueHolistic™ Financial Planning team (read as “coaches”) installing your gameplan in response to recent political decisions. Specifically, the team will address: The Inflation Reduction Act, which institutes changes that cover the field like defensive backs in a zone scheme Student Loan Forgiveness, with respect to the various yet important outcomes yielded by special teams plays; and Education Funding and Planning, and how parents of college students can dissect and attack their options like a quarterback Join us on Wednesday, September 21st to learn more about how TrueHolistic™ Financial Planning can help tackle your needs, one play at a time. Please click the button to reserve your seat. What: Eat good food, learn more about how TrueHolistic™ financial planning can help you secure the financial confidence you deserve. Where: The Columbian (3245 Lighthouse Lane, West Bend, WI 53090) When: Wednesday, September 21st | 12 Noon or 6:30 PM (doors open 30 minutes prior) Feel free to invite a guest. Space is limited, to reserve your seat as soon as possible, please click the button. Helping you navigate your financial situation & tax plan, Justin Krueger Head of Financial Planning, Partner