North Shore Bank Celebrates 100 Years by Spearheading $50k Contribution to State’s Financial Wellness Program

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 […]

Ho-Chunk Nation Wins 2022 Governor’s Financial Literacy Award

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 […]

Gov. Evers Honors the 2022 Governor’s Financial Literacy Award Recipients Awards Recognize Individuals & Organizations for Elevating the Financial Literacy, Capability, and Financial Inclusion of Wisconsin’s Residents

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 […]

Financial Fitness Group Is Selected As A Top Shortlister Vendor For Q2 2023

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. 

Here Are a Few Big Strategic Questions for Credit Union Leaders

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 […]

FFG is attending T3 2023

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 […]

Updating Financial Communications Library to Comply with IA Rule

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 […]