August 2026

Clients and Friends of The Center,

As summer begins to wind down, families are savoring the final weeks of the season while preparing for a new school year. It is also a fitting time to think about the plans that support the next generation—from helping young children build healthy money habits to preparing for future education costs.

This month, registration is open for College Planning Made Easy, the second session in our two-part summer education series. We are also offering access to the replay of the first session, The Hidden Benefits of College Savings Plans, to help families better understand their options for preparing for future education costs.

You will also find reflections from Raymond James’ Elevate 2026 conference, our investment team’s Second Quarter Investment Commentary, practical tips for teaching young children about money, and guidance on saving for education through 529 plans.

In our Snapshot section, we are pleased to recognize Tim Wyman’s new leadership role with the Raymond James Chairman’s Council Retreat and Lauren Adams’ participation as a panelist at the FEPCMD Next Gen event.

We are also excited to share that our continued growth has led us to plan a move to a larger office in Farmington Hills during the fourth quarter of 2026! More details will be shared in the coming months.

We hope you enjoy this month’s newsletter and find something helpful, timely, and worth sharing.

Cheers to a beautiful August!

Your Center Team



Class Is in Session

The students in your life matter, and we're committed to helping you support their educational journey every step of the way. Don't miss CERTIFIED FINANCIAL PLANNER® professional Bob Ingram's summer education series, designed to provide valuable insights and guidance for families planning for academic success.

Session 1

The Hidden Benefits of College Savings Plans

Join CERTIFIED FINANCIAL PLANNER® professional, Bob Ingram, and TIAA CREF Education Savings Consultant, Jon Scott, for an exclusive session uncovering the sophisticated strategies behind college savings plans.

Session 2

College Planning Made Easy

Join Bob Ingram, CFP®, of Center for Financial Planning, Inc.®, and Heidi King, college education consultant with College Inside Track, for an informative discussion on navigating today's evolving college planning environment.

August 27th, 2026

3:00-4:00pm

The webinar replay will be made available to registrants.

Raymond James Elevate 2026: The Power of Personal

By Mallory Hunt

Several members of The Center team recently had the opportunity to attend Raymond James Elevate 2026 in fabulous Las Vegas. The flagship national conference brings together advisors and their teams from across the country each year around a unifying theme. This year’s theme...

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Money Sense for Young kids

By Matt Trujillo, CFP®

As a dad of young boys, I read and think a lot on how to teach my sons about how to handle money.

Even before my boys could count, they already knew something about money: it's what they had to give the ice cream man to get a cone, or put in the slot to ride the rocket ship at the grocery store. So, as soon as your children begin to handle money...

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Q2 2026 Investment Commentary

By Center Investment Department

As the summer and midterm election season heats up, markets have cooled but ended the quarter on a very positive note after a bumpy start to the year that was caused by the U.S./Iran conflict. From excitement surrounding the SpaceX IPO to a new Chair of the Federal Reserve...

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529 Plans - Saving for Your Child's Education

By Nick Defenthaler, CFP®, RICP®

Summer is a great time to make memories, and a great time to revisit your family's long-term financial goals. Learn how a 529 plan can help you save for education expenses tax-efficiently and why it's never too early, or too late, to start planning.

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A Distinguished Honor

Tim Wyman was invited to be the leader of the Raymond James Chairman's Council Retreat, an annual gather of the top 100 advisors on Raymond James Financial Services division.

Leading the Conversation



Lauren Adams (second from right) shared her knowledge as a panelist at the FEPCMD Next Gen event, held in partnership with the Financial Planning Association (FPA®) of Michigan.

Center-Versaries

August Center-Versaries

Check out our July Center-Versaries!

Sandy Adams - 30 years on the 7th

Jaclyn Jackson - 18 years on the 11th

Dawn LoPiccolo - 4 years on the 16th

Bob Ingram - 9 years on the 28th

Staff Spotlight: Sandy Adams, CFP®

Fun Facts:

Favorite Hobby: Watching her grandson play basketball😊

Go-to Drink Order: Sparkling lemonade

Comfort Food: Chicago-style pizza

The Inside Scoop: I spent much of my childhood thru high school playing competitive fast pitch softball (as a pitcher). The experience allowed me to meet people from different walks of life, travel to different places, build a stronger relationship with my dad (my coach) and taught me about hard work , discipline and determination – all good life skills.

Years at The Center: 30

About Sandy:

As Sandy celebrates 30 years with the firm, we're excited to shine a light on the dedication and care she brings to her clients every day. Sandy has spent her career helping people through life's biggest milestones and challenges, often guiding families through difficult transitions such as widowhood, divorce, and career changes. What she finds most rewarding is walking alongside her clients and their families through every stage of their financial journey, helping them move forward with confidence.

Her expertise, empathy, and commitment to serving others have made a lasting impact on countless clients and colleagues over the past three decades.

Values in Action

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.

Ashley Frank received a Teamwork & Collaboration values nomination for her outstanding support of a new colleague. Ashley took the time to assist with new assignments, offer valuable feedback, and create learning opportunities that helped build confidence and skills. The new team member greatly appreciated the trust placed in them and the opportunity to learn and grow.

Cheers to Ashley for fostering a supportive, collaborative team environment and helping others succeed!

We're Moving: Bigger and Better!

We’re excited to share that The Center has outgrown our Southfield, MI office and will be relocating to Farmington Hills, MI in the fourth quarter of 2026!

This move is a wonderful reflection of our continued growth and the strength of our team, and we’re looking forward to what’s ahead. Rest assured, you’ll continue to receive the same high level of service you know and expect. We’re currently planning the move and will keep you updated with more details in the coming months!

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.