Ready to take the guesswork out of managing your finances? It all starts here!

Join us for Her Financial Future, a presentation designed to help women build a strong foundation in personal finance. In this first session, you’ll:

• Get tips to create a budget that works for you.

• Learn how to set clear and achievable financial goals.

• Discover the basics of investing and explore different financial vehicles.

This empowering session will equip you with the tools and knowledge to confidently take control of your finances—one step at a time.

📅 Date: Monday, January 27
🕔 Time: 5:00 PM
📍 Location: Pointer Financial Group (15800 W Bluemound Rd, Brookfield, WI 53005)

We’ll kick off the evening with refreshments and a brief presentation, followed by time for Q&A. We’ll also dedicate time for networking so you can connect with like-minded women and expand your circle.

Seats are limited and this event won’t be advertised publicly, so RSVP today! Email Shelly (swohler@pointerfg.com) to reserve your spot and/or share this invitation with others who may benefit. Let’s build confidence and community together!

Join us for a delightful St. Nick Eve celebration filled with treats, drinks, and the opportunity to connect with friends and colleagues! This year, we are excited to host and support the local charity Santa In A Shoebox. This wonderful organization collects shoeboxes packed with gifts for men, women, children, homeless veterans, and the elderly.

We invite you to bring a complete, wrapped shoebox ready to be given. There is no minimum value for the gifts, but we ask that everything fits nicely into the shoebox. We are especially in need of gifts for the following age groups: 9-12, 13-17, adults, and seniors.

For more information about the charity and their efforts, please visit their Facebook page. If you are unable to attend the event but still wish to participate, you can drop off a shoebox at my office anytime. Additionally, you can support their mission by purchasing items from their Amazon wish list.

We are also pleased to have Diana from Santa In A Shoebox join us to share a few words about the impactful work they are doing in our community. We look forward to seeing you there and making this holiday season special for those in need!

Click here to register today!

Quarterly market update webinar for clients and plan participants. Please e-mail info@pointerfg.com to register.

Paddling and Networking! - Invite.social

Join us for an engaging kayaking and networking event hosted by Shelly Wohler and Pointer Financial Group at Big Muskego Lake. Participants will have the opportunity to kayak on the serene waters while building valuable connections with other professionals. Be sure to use the underlined link above to RSVP!

Whether you are a seasoned kayaker or a beginner, all skill levels are welcome. Bringing your own vessel is encouraged, but kayaks and paddles will be available for rent for those who need to. Rentals are limited, so please let Shelly know in advance if you need to rent.

This unique combination of outdoor activity and professional networking offers a refreshing way to engage with colleagues and expand your network in a scenic setting. Introductions begin at 2:30PM while we’re looking to set sail at 2:45PM. We look forward to seeing you on the water!

Hey Muskego families! Get ready for an evening packed with excitement and valuable lessons! Swing by our booth where kids can dive into the fun with our Flamingo Ring Toss and win some fantastic prizes!

While the little ones are having a blast, parents can take a moment to learn about important financial tips that can secure their kids’ futures. We’ll cover everything from 529 plans to other essential financial planning strategies. Don’t worry, there’s plenty of Air Head candy to go around!

This is a night you won’t want to miss. Come join us at our 2024 Muskego Night Out booth for a perfect blend of fun and learning. See you there!

We’re covering the basics of financial planning. From investment design to estate planning, we’ll take a high level look at the components of putting together a financial plan.

Join us as we review second quarter economic and market activity.