Lake Financial Group

10/15/2026

Get ready to light up the season.

Our 9th Annual Christmas Lights Competition is back. Start planning your holiday display and stay tuned for official contest details, entry information, and important dates.

We cannot wait to see the bright and festive creativity our community brings this year.

10/12/2026

Happy Birthday, Brian Barber!
Today we celebrate Brian and the leadership, dedication, and commitment he brings to Lake Financial Group. Please join us in wishing him a wonderful birthday and a great year ahead!

10/07/2026

Fall is here, and so is our Q4 Quarterly Consultation.
Inside this edition, you’ll find economic updates, a look at financial trends and opportunities, highlights from our community, employee spotlights, important upcoming dates, and more from Lake Financial Group.
https://www.lakefg.com/2026-q4-newsletter

10/06/2026

Happy Birthday, Jacob Reinhart!
Please join us in wishing Jacob a very Happy Birthday. We appreciate all he brings to Lake Financial Group and hope he has a wonderful day celebrating!

10/05/2026

Planning for retirement comes with important decisions, including Social Security and Medicare.

Join us for the next installment of The Compass Series: Social Security & Medicare: Timing, Choices, & Considerations.

October 21, 2026
12:00 p.m. to 1:30 p.m.

RSVP

Retirement comes with important decisions, and few are as significant as Social Security and Medicare. The rules, timelines, and options can feel overwhelming. Fortunately, understanding the basics can go a long way toward helping you make informed choices. Join Lake Financial Group and Transamerica...

10/03/2026

Please join us in wishing John Plumley a very Happy Birthday!
We hope your day is filled with plenty of reasons to celebrate. Wishing you a wonderful birthday and a great year ahead, John!

09/28/2026

Please join us in congratulating Rodger Premeau, ChFC®, CLU®, CRPC®, RICP®, on completing the Wharton Wealth Planning Fiduciary Program and earning the Wealth Planning Fiduciary credential.
Ongoing education is an important part of staying informed in an ever-evolving financial landscape. We congratulate Rodger for deepening his expertise in retirement, tax, estate, and wealth planning strategies. We look forward to the value his experience brings to our team and clients.
Disclosure: Wealth Planning Fiduciary title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania. Whether your Financial Professional is subject to an actual fiduciary standard will depend on the service offered.

09/21/2026

The hardest conversations become bearable when you know your loved ones are protected. September is Life Insurance Awareness Month. Take a moment today to make sure your family's financial foundation is secure. Reach out to our team at Lake Financial Group to start the conversation.
www.LakeFG.com
262-268-9900

09/15/2026

Please join us in wishing Karry Russell a very happy birthday today. Your dedication, positivity, and commitment to serving our clients make a meaningful difference every day. We hope you enjoy celebrating your special day and wish you a year filled with happiness, health, and success.