Exemplar Financial Network

10/15/2026

Proud to support Big Brothers Big Sisters through Exemplar’s jeans donation! 💙 We’re grateful for the opportunity to give back to our community and support an organization making a meaningful difference in the lives of local youth.

Thank you to Exemplar Financial Network for your Jean Friday donation! What a creative way to make a BIG difference in our community. We are thankful for your support.

10/13/2026

A beautiful evening for an important cause!

Exemplar was proud to sponsor and attend CASA’s Little Black Dress Event last week! It was a wonderful evening bringing women together to support CASA’s mission of advocating for children who have experienced abuse or neglect.

We’re grateful for the opportunity to support organizations making a meaningful difference in our community and are proud to stand behind a cause that helps ensure every child has a voice. 🖤

10/07/2026

Call Exemplar, ask for Trish.

09/24/2026

She is so fun, it's like everyday is her birthday!

09/11/2026

Join us in wishing the Best Manager of Client Services a happy birthday.

09/09/2026

A great day on the course for an even greater cause. ⛳️

Exemplar was proud to sponsor and participate in the Independence Health & Therapy Services Women’s Outing at Woodstock Country Club last week.

We’re grateful for the opportunity to support an organization making a meaningful impact in our community — and to spend the day alongside so many wonderful people.

https://independencehealth.org/

09/07/2026

09/03/2026

We had a full house at Exemplar last week!

Social Security expert and award-winning author Brian Doherty joined us to talk about the importance of your Social Security claiming decision. Our attendees were engaged, asked great questions, and made for a fantastic discussion!

A big thank you to Touchstone for bringing Brian to Exemplar, and to everyone who joined us. We love creating opportunities to learn and plan with confidence for the future!

08/27/2026

Five Questions to Ask Before Fall Begins

Before we head into a busy fall season, ask yourself:

✔ Have I updated my financial goals?
✔ Is my emergency fund where I'd like it to be?
✔ Have I reviewed my insurance coverage?
✔ Am I taking advantage of available retirement contributions?
✔ Do I have a plan for year-end tax strategies?

If it's been a while since your last financial review, now may be the perfect time to revisit your plan.