Clients and Friends of The Center,
Happy National Financial Literacy Month! While April is set aside every year to highlight the importance of financial literacy and maintaining healthy financial habits, we at The Center share information every month to help with your financial decision-making. Our blog posts are a great example, with topics surrounding RMDs and whether or not to invest when markets make new highs, our goal, as always, is to help you Live Your Plan™!
Mark your calendars! We have TWO back-to-back events coming up: Our ESG Investing webinar, as well as our annual Shred Day event. Check out more details for both below. We hope to see you there! And be sure to check out this month's Snapshots, which one of our team members was recognized for exemplifying our Center values, and our annual disclosure document.
Make it a great month!
Your Center Team
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ESG Investing - Webinar
Thursday, April 18, 2024
11:00 AM - 11:30 AM
A hotly debated topic over the last several years, ESG investing has become a polarizing investment strategy and its measures are ever evolving.
Join Kali Hassinger, CFP®, CSRIC® for our annual discussion on ESG investing as she shares updates, discusses ESG basics, and provides information on The Center's ESG approach.
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Shred Day - Event
Friday, April 19, 2024
1:00 PM - 3:00 PM
Earth Day is just around the corner! Consider joining us for our annual Shred Day, where we’ll help you safely recycle your sensitive documents.
Simply place your documents in easy-to-manage boxes or paper bags and load them into your car trunk or back seat. We’ll unload your shredding while you stay safely in your car.
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The Trend Towards Later Retirement
By Sandy Adams, CFP®
So, what are the reasons why people are working later in life? Read more below to find out!
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Navigating Your Financial Journey
By Kelsey Arvai, MBA, CFP®
Financial decisions can often feel overwhelming and complex...but that's why we're here! Learn more about financial planners and how we can help you navigate the intricacies of personal finance.
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Should I Invest When Markets Make New Highs?
By Angela Palacios, CFP®, AIF®
While it may seem counterintuitive, the answer can be yes! If you're uncertain about the best course of action, ask your financial planner - we're happy to help!
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"RMDs" - Everything You Need to Know
By Nick Boguth, CFA®, CFP®
We’re proud to say that we’ve been helping clients navigate the maze of retirement accounts, RMDs, and beneficiaries for over thirty years, so we're here to help if you have any questions!
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Nick D. Hits the Ice!
Nick Defenthaler, along with a group of local hockey players, teamed up with the MI-UCP Pucksters to take on The Detroit Red Wings Alumni on March 16th to raise money for cerebral palsy.
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Great Reads
This quarter, Center team members held an internal book club to read "The Elevated Communicator: How to Master Your Style and Strengthen Well-Being at Work".
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MI Tech Con.
Members of The Center's Technology Department attended the 2024 Michigan Technology Conference in Pontiac.
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At The Center, we take pride in our core values that guide us in serving clients. We believe that our values are imperative to the work we do, and we want to recognize and celebrate team members who have exemplified them.
This month, Andrew O'Laughlin was recognized for his Energy & Enthusiasm for tackling the CSA team coverage and capacity plan with such thoughtfulness, care, and dedication. Nice work, Andrew!
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Each year, we are required to provide important disclosure notices to clients.
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Center for Financial Planning, Inc.®
24800 Denso Drive, Suite 300 Southfield, MI 48033
248-948-7900
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The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of the authors and not necessarily those of Raymond James.
You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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