Wiser Home News
The Wiser Financial Group (WFG) invites you to review our news and listen to our podcasts.
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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...
