by 
Sara Bashiri
Freedom means different things to different people. For some, it’s the independence of a country, like when the United States broke free from Britain on July 4th. For others, freedom is about having the ability to live a life that is not controlled by others. It feels amazing to be your own boss and have […]
by Sara Bashiri
Commemoration draws dignitaries, community partners to fill time capsule to mark occasion Brookfield, Wis. – North Shore Bank, celebrating its centennial anniversary, today announced a financial commitment of $50K to ELEVATE Wisconsin®, the financial wellness program created by the State of Wisconsin, Department of Financial Institutions and Financial Fitness Group. The program provides interactive, effective and unbiased online instruction in […]
by Sara Bashiri
Financial Fitness Group is incredibly proud of our client, the Ho-Chunk Nation, who was honored by Gov. Tony Evers as a recipient of the 2022 Governor’s Financial Literacy Awards in a ceremony at the Wisconsin State Capitol.They were honored for their efforts in helping Wisconsinites build their financial literacy. The 2022 Governor’s Financial Literacy […]
by Sara Bashiri
MADISON, Wis. – Today Gov. Tony Evers honored nine individuals and twelve organizations as recipients of the 2022 Governor’s Financial Literacy Awards in a ceremony at the Wisconsin State Capitol. The recipients were honored for their efforts in helping Wisconsinites build their financial literacy and capability skills. “Financial education gives people the tools they need […]
by Sara Bashiri
Financial Fitness Group is excited to share we have been selected as a Shortlister Top Vendor for Q2 2023 for the following categories: – Financial Coaching – Financial Education Services – Financial Wellness Programs Thank you to Shortlister for recognizing us and our team and clients who helped us achieve this! We are honored to be included.
by Sara Bashiri
T3 2023 was a remarkable success. In case you were unable to make it to our panel ‘Bridging the Persistent Gender Gap in Financial Services.’ Below is the video link to a recording where you can watch our panel from the conference. Financial Fitness Group’s Board Member Tricia Rothschild moderated a well-rounded panel of industry […]
by Sara Bashiri
The United States has more than 4,800 credit unions with total assets amounting to $2.14 trillion. Meanwhile, nearly 88,000 credit unions have served more than 393 million members worldwide as of 2021. With such numbers, operating credit unions is no longer a small-scale cooperative venture. Decision-makers must adequately plan and strategize to guide their organizations […]
by Sara Bashiri
The times are changing! It’s no secret that Gen Z is the generation of change—they were born into a rapidly evolving world. Gen Z women are setting themselves up for success by learning about finance and why it’s so essential in life. This generation proudly prioritizes financial literacy and is three times more likely to take […]
by Sara Bashiri
We are excited to participate as a Gold Sponsor and Exhibitor at the T3 Technology Tools for Today conference from 3/12-3/15. Financial Fitness Group’s CEO, Patrick Quirk, will be joining a well-rounded panel of industry thought leaders that include Suzzane Siracuse, CEO of Suzanne Siracuse Consulting and Savvy Ladies Board Member, Cheryl Nash, CEO of Financial […]
by Sara Bashiri
The Securities and Exchange Commission is enforcing a recently adopted set of rules that cover investment adviser marketing (the IA rule). Regarding the “marketing rule,” (§ 275.206(4)-1), Financial Fitness Group has made specific updates to our existing Financial Communication library, which includes 18 presentations and 200 individual images, to comply with the new requirements. In […]
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