Financial News
In the Community
Koss Olinger helps bring Junior Achievement BizTown to Alachua County
Junior Achievement of Alachua County is a volunteer-delivered, kindergarten-12th grade focused organization that fosters work-readiness, entrepreneurship and financial literacy skills, and uses experiential learning to inspire students in our community to dream big and reach their potential. Recently Junior Achievement announced they will launch a $500,000 fundraising campaign in Alachua County to bring a JA…
Read MoreWJ Rossi Speaks At Million Dollar Round Table
We are proud to report that our very own WJ Rossi spoke at Million Dollar Round Table’s (MDRT) annual conference last month. MDRT is the Premier Association of Financial Professionals®, and is a global, independent association of more than 49,500 of the world’s leading life insurance and financial services professionals from more than 500 companies…
Read MoreThe Giving Season: Six Tips for Making Smart and Effective Charitable Donations This Holiday Season
The holidays are a popular time for charitable donations. With so many charities to choose from, it’s more important than ever to ensure that your donation is well spent. Here are six tips that can help you make smart and effective charitable donations. 1. Choose your charities wisely Choosing worthy organizations…
Read MoreSanta Event and Toys For Tots- 750 Children Served!
In December we partnered with the local chapter of Toys For Tots for our annual Koss Olinger Santa Event. Our team and Santa Event guests generously donated gifts for local children in need. After gathering 125 gifts at the Santa Event a number of our team members helped during distribution day where the families were…
Read MoreKirk Klein Junior Achievement Recognition
Our very own Kirk Klein was recognized at the Infinite Energy Junior Achievement Golf Classic on November 17, 2015. Kirk was awarded the Spirit of Entrepreneurship Award for his work with the Junior Achievement organization and his championing of entrepreneurship and education for children and young adults in our community. On behalf of the entire…
Read MoreAvoiding A $100,000 Mistake
In the Summer 2015 issue of The Village Journal, Partner Brian Watson discusses the inherent risk of disjointed planning. Without goal-based planning and planning team leadership, even very small oversights can create unnecessary loss. Brian explains the value of starting with your goals in mind and how to make sure your team of professionals are…
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