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2017 Connecticut Auto Dealer Symposium

Donald S. Hannahs, a Founding Partner of Planning Solutions Group, LLC, is a featured speaker at the 2017 Connecticut Auto Dealer Symposium & Trade Exhibit.  Held May 18, 2017 in Hartford CT, Don will host one of six workshops.  It will be a day filled with...

Beware Possible Phishing Scams

Please be aware that there has been a recent influx of malicious emails being sent from Google Docs. The email doesn’t look quite right, but anyone who clicks through arrives at a login screen that looks almost indistinguishable from the same screen you’d see if...

Speaking Engagement

Christophe Dionot, JD* a Family Wealth Advisor, with Planning Solutions Group, LLC was recently the keynote speaker at the 2017 Ohio Automobile Dealers Association Annual Convention, held April 21st – 24th, 2017 at the Greenbrier Resort in Virginia. Chris is often...

National Healthcare Decisions Day

April 16th marks National Healthcare Decisions Day in the US. Recognition of this day aims at educating and encouraging everyone to be proactive about making decisions related to advance care planning. Advance care planning discussions are typically related to a...

Dashboard Refresher – What’s in a Number?

The PSG Dashboard is your personal financial website presented in real-time with features that include: account aggregation – all your accounts including current market values in one location budgeting tool – allows you to link credit/debit cards so you can keep...