What’s Up!
@FSR Wealth
Summertime Fun for the Whole Family –
Plus Tips and Special Resources for Retirement Planning!
Welcome back! We’re so glad you’re joining us for What’s Up! @FSR Wealth – our new one-stop video newsletter.
It’s short, sweet and full of news you can use! This month Josh is sharing lots of updates, along with easy links to sign up for upcoming events.
Our mission? Quite simply, it’s making retirement the best part of your life!
We believe building community goes hand in hand with building wealth – with client communication at the core of that extended family.
Our video newsletter offers multiple ways to plug in and ensure you’re getting the financial education and insights you need.
Our offerings include a variety of ways to learn, ask questions, stay up to date and support each other on the journey to growing financial security, purpose and peace of mind.
Click on the video below to hear all about events we’ve got planned this month + fun family updates and a teaser for Josh’s favorite summertime adult beverage!
What’s on the FSR Wealth Agenda This Month!
Get Ready for This Month’s “Java With Josh” Livestream!
It’s so important to keep a level head when confronted with a lot of economic unknowns, which is definitely the case this presidential election year. Enjoy clear explanations of all things financial, practical investment tips and timely overviews of market dynamics when you double-click on “Java With Josh,” a YouTube livestream you can enjoy in real time or play back at your convenience. In addition to timely analysis and FSR Wealth updates, you can submit questions for Josh (via email or live chat during the show)!
Add August’s Java with Josh to your calendar
Apple • Google • Office 365 • Outlook Web • Outlook • Yahoo
Did you miss July’s show? No worries, watch the reply on YouTube by simply clicking the button below.
What’s Up on Saturday Morning? Josh’s New Radio Show!
“Own Your Retirement With Josh Bretl” is a new co-hosted hour of topical conversation about all things financial. As always, with a special emphasis on retirees! You can hear all Josh’s insights from 7am-8am CST every Saturday on WLS 890 AM. You don’t want to miss top tips for securing a golden retirement and the peace of mind you deserve!
There’s Nothing Like Face-to-Face!
Click this link to join us for a fun live event:
Want to know more about all FSR Wealth has to offer? There’s nothing like showing up in person to laugh, learn, ask questions and find out how to take control of your financial destiny. Are you ready to make retirement everything you’ve dreamed of – and more? Please consider joining us for any of the upcoming complimentary events below!
Learn About Big Changes Afoot for Medicare
We’d love to see you in-person next month for our quarterly client education event on September 25th. We’re hosting once again at The Morton Arboretum, a really special venue. The topic this time is Medicare – everything you need to know as we roll into some major changes that will likely impact you directly. Here’s your chance to get educated – and prepared! We’ll be featuring David Wylly of Medicare Solutions Network, a speaker whose expertise you won’t want to miss.
Please note these educational events are typically for our clients only. We are reserving a limited amount of seats for non-clients, as we know how important of a topic Medicare is! If you’re not a client and are interested in attending, please email or call Michael Senese from our team; 630.993.8200 or msenese@fsrwealth.com. He’ll add you to our wait list and give you the next steps.
If you are a client, you’ll receive an email with more details and the RSVP form soon.
The Morton Arboretum
Thornhill Education Center
September 25, 2024 @ 6:30pm
Get savvy about tapping Social Security!
We’ve got multiple complimentary social security events coming up in August at the beautiful Glen Ellyn Public Library. Come and learn how to leverage your federal benefit to best advantage – while avoiding common (and costly) pitfalls. Share the word with friends!
* These events are for folks that have never seen Josh speak or present
Glen Ellyn Library
400 Duane St
Glen Ellyn, IL 60137
Tuesday, August 20th @ 11:30am
Tuesday, August 20th @ 6:30pm
Thursday, August 22nd @ 6:30pm
Around the FSR Water Cooler
All in the Family
When it come to planning your retirement, the FSR way is all about working together. We pride ourselves on getting to know our clients through our multi-step planning process and providing a support team that you can count on not just to help you build wealth but also to (we like to think!) build relationships that enrich your life. In other words, it’s personal! And like any family, we like to share photos of what we did on our family vacay!
If you can make it there, you can make it anywhere! The Bretl family stormed the Big Apple (kids’ choice!) for a whirlwind of great theatre (Wicked was THE best!) and of course nothing says “summer in the city” like taking in a game at Yankee stadium in the Bronx.
Steve’s Camping Adventures!
Take a look at what our Client Services’ specialist Steve Francis found when he headed into the great outdoors to camp (and cohabit, as it turned out, with a pack of bears).
The Schmidt’s Went to Milwaukee!
Not about to strike out, FSR’s marketing guru Dave Schmidt took his wife and son (a fanatic baseball fan) to their first Milwaukee Brewers game.
Peter & Kristi!
Plus, two of our FSR family favorites – Peter & Kristi – share a photo from their dreamy retirement in Italy. The panoramic shot says it all!
Please keep us up-to-date with whatever dream you’re chasing these days. What’s your latest passion, milestone or bit of silliness? We’d love to share a photo and spread the joy! Send pics to us at msenese@fsrwealth.com!
From Our Hospitality Suite
There’s something about a balmy late-summer evening that just cries out for one of Josh’s signature cocktails – and he’s got one for every occasion. This month he’s all about cooling off August with his version of a classic Ranch Water. If you enjoy tequila, this one’s for you! You can learn how to make this refreshing beverage yourself by watching our step-by-step tutorial. Have a seasonal recipe you’d like to share? Email it to us here msenese@fsrwealth.com.
From the archives
But wait! There’s more. A LOT more! Our “Retirement Equals Freedom” podcast offers scores of episodes that’ll give you all the financial basics + some laughs. Co-hosted by Josh and his FSR creative director/high school buddy, Dave Schmidt, the show makes a great launching pad for anyone (that would be all of us!) hoping to make retirement the best part of life!
