Broadridge Fi360 Conference: AI Communications That Connect — Getting Through to Participants

During this session, you will gain insight on how AI solutions facilitate plan sponsors and fiduciaries to get participants to invest in their retirement. Panelists include: – Meghan Jacobson, Managing Director at J.P. Morgan Chase Asset Management– Lee Regan, Director of Product Management at Financial Fitness Group– Jerry Yen, CEO at Advice Analytics– Peter McNellis, […]

Recap of the 2021 Spark Forum

Our founder and chairman at Financial Fitness Group, Joe Saari, was a panelist at the SPARK Forum along with our partner group Corporate Insight. At this conference, Joe went in depth reflecting on his expertise on retirement solutions and reflected about how the COVID-19 pandemic affected the financial wellbeing of many. Along with the presentation, […]

SPARK Forum 2021

We are both excited and honored to announce that our very own founder and board member, Joe Saari, will be speaking at the annual SPARK Forum 2021. The SPARK Forum is highly touted as a leading advocacy organization in the retirement plan industry. This annual leading conference is a unique opportunity, and free to attend […]

CUNA Mutual Retirement Solutions Debuts Financial Fitness Solution

MADISON, Wis. – CUNA Mutual Retirement Solutions announced Financial Fitness, a new online program offered to all retirement plan participants. The interactive program goes beyond simple education by featuring a financial fitness assessment and score, personalized curriculum based upon needs and preferences, game mechanics, and one-on-one support from an internal team of retirement consultants. It is […]

Retirement: What’s the 411?

You’ve heard it many times – how crucial it is to save for the future and set up financing for retirement. Contributing money to a retirement account is one of the most productive uses of your income. Many individuals are even contributing to more than one type of retirement account. From IRAs to Health Savings, […]

The Role of Social Security

Social Security was created with the intentions of being supplemental income for eligible beneficiaries to use as retirement assistance. It’s also geared for those who are unable to work due to disability. Over the years, that intention has completely changed. Now it’s viewed as a national retirement plan, but this is far from the intention. […]

The Importance of Retirement Planning

When thinking about the “retired life,” chances are you’re envisioning golden years filled with leisure, fun, and comfort. Unfortunately, this isn’t the reality for most people because of the financial difficulties or lack of understanding around the shift of responsibility from employer to individual for retirement contributions. This doesn’t have to be the case for […]

5 Steps Entrepreneurs Should Take to Mitigate Risk in Retirement

Retirement planning is often an afterthought for business owners. There are uncertainties considering its futuristic state. Entrepreneurs commonly ask, will I even live to see retirement? Will I enjoy enough success from my business that I can afford not to fund it separately? Aren’t my immediate expenses more of a priority anyway? These deterrents cause […]

Financial Fitness Group Board Member Receives Esteemed 2017 Wisconsin Governor’s Financial Literacy Award

Board Member Joseph Schlidt is honored for his work with SecureFutures Investment Conference of Milwaukee by Governor of Wisconsin for the third year since 2014.  SAN DIEGO, CA (January 8, 2018) – Financial Fitness Group (wwwFinancialFitnessGroup.com), based in San Diego, CA, a leading online financial literacy platform that educates individuals about the language of money, announced […]