Wiser Home News
The Wiser Financial Group (WFG) invites you to review our news and listen to our podcasts.
The Wiser Group Bowls for Junior Achievement Fundraiser
Jan 30, 2013 - On Saturday Feb 2, 11 members of The Wiser Financial Group are bowling in the Junior Achievement Bowl-a-thon at Continental Lanes in Kalamazoo, Michigan. Junior Achievement is the world's largest organization dedicated to educating students about workforce readiness, entrepreneurship and financial literacy through experiential, hands-on programs. Junior...
Denise Garten to earn CWS Designation
Jan 28, 2013 - Denise Garten, Financial Planner, has started the process of earning her "Certified Wealth Strategist" (CWS) designation. The CWS designation is a 6-month program that is designed to provide the knowledge and skill sets needed to work with more complex financial issues. We will update you on Denise's completion of the program.
Denise and Wesley attend TFA Exchange
Jan 21, 2013 - Denise Garten and Wesley Lentz recently attended TFA (Transamerica Financial Advisors) Exchange in Dallas, Texas. This was a four day conference for the purpose of hearing from industry professionals, peers, investment professionals, and world class speakers with a focus on best business practices, how to better service clients, and asset allocation...