News from SVA Plumb Financial


SVA Financial Group’s Mraz Presents Planning For Life’s Later Stages

By SVA Financial Group | 9/16/2020

SVA Financial Group’s Jeanne Mraz, CFP®, CEPS will present an educational webinar on September 22, 2020 for Sharing Active Independent Lives (SAIL). The presentation, titled Planning For Life’s Later Stages, will discuss important conversations such as finances, health, residence, end-of-life wishes, and healthcare considerations such as extended care needs, financial planning for aging, and eldercare resources.

Jeanne is a Wealth Manager with over twenty years experience in the financial services industry. With a background in investments, asset management, and financial planning, Jeanne helps her clients by developing and implementing investment strategies for their retirement and other financial goals.

Click here for more information and to register.


About Sharing Active Independent Lives (SAIL)

Sharing Active Independent Lives (SAIL) began as a vision in 2004 and has evolved into a thriving membership organization designed to support the health and well-being of people as they age.

SAIL is a non-profit program of AgeBetter Inc., in collaboration with Attic Angel Association and Oakwood Village.

About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.