Have you had an urge to get outside and enjoy the sunshine? For some reason, we at Swenson Wealth Management have all had that urge for summer even more than usual. And summer is going to be a busy one.
June brings the release of our new book, “Cultivating Financial Well-Being, Financial Planning with Midwest Values.” Travis Krueger, Mark Kontz and Kathy Kontz collaborated in authoring a book that aims to help readers learn how they can take an integrated approach to retirement planning.
Interestingly, co-author, Kathy Kontz, turns 62 in June, and made the important decision to retire herself on July 1st of 2021. After years of being an integral part of the business including marketing, communications and the development of the financial education seminars and materials, Kathy is ready to spend more time with her grandchildren and hobbies. She really is retiring this time. 😊
The book is available on Amazon but will be available at our June 24th Client Event for $5. Swenson Wealth is going to match all proceeds from the sale of the book at the event and donate all proceeds to the Ronald McDonald House in Sioux Falls, SD.
Speaking of our Client Appreciation Event, we are hoping that clients that live in the Sioux Falls area will be able to join us Thursday, June 24th for a picnic dinner and entertainment. It should be a fun night. Invitations are going out in the mail this week. Please, don’t forget to RSVP to Makayla at 605-274-8707.
We can’t forget to mention June is also the time we honor the dads in our lives. While Father’s Day might be the designated day to celebrate Dad’s, we celebrate all the positive things Father’s do in the lives of their children and grandchildren all year long. Fathers, we honor you. Happy Father’s Day!
Have a great month. Stay safe and healthy!
Swenson Wealth Management Team
Travis, Mark, Brady, Zach, Suzie, Makayla and Kathy
Investment Advisor Representative, Travis Krueger, was a guest on the Keloland Living show on May 18, 2021. Travis helped explain the different options between IRAs and 401(k)s available and how, with the help of Swenson Wealth Management, you can rest assured you’re setting up the right plan for you.