Clients and Friends of The Center,
Happy March! Can you believe that Spring is just around the corner?
In case we missed you or you would like to review the material again, we have included a Webinar in Review of our 2024 Economic & Investment Outlook Presentation. Be sure to check it out below along with all of our other content this month!
We are incredibly proud of our team members for continuously striving to elevate the internal and external client experience. Below are some Awards and Recognition that we are honored to highlight:
Make it a great month!
Your Center Team
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We're Proud to Announce... |
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We are incredibly proud to share some awards we've received over the past few months. Our team members are dedicated to providing the best possible service to both our internal and external clients, and these awards wouldn't be possible without the support and trust of each and every one of you:
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It is with mixed emotions that we announce Matt's retirement from The Center on June 30th, 2024. After a 30 plus year career, 26 with The Center, we're excited to watch Matt embark on this new chapter.
Did you know The Center will be celebrating 40 years in business in 2025? Matt's time here has been an inspiration – and will continue to be over the next year as he helps lead our efforts and work toward creating a high‐quality, sustainable, and ethical business on which generations of clients can depend. Our entire team is dedicated and has the experience needed to support partner retirements like Matt's and, most importantly, ensure that client relationships are top priority.
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2024 Economic & Investment Outlook |
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Join Partner and Director of Investments, Angela Palacios, CFP®, AIF®, for a discussion on world markets, the U.S. economy, and The Center's 2024 investment outlook. |
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Strategies to Help Protect Your Income Plan
By Nick Defenthaler, CFP®, RICP®
While the percentage one is drawing from their portfolio is undoubtedly very important, here are some other factors that should be taken into consideration.
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Five Reasons Supporting the Case for Discretionary Investing
By Mallory Hunt
In the fast-paced world of finance, discretionary investing presents itself as a compelling choice. Let us help you determine if this is the right one for you!
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Center Clients Donate Over $1 Million in Tax-Savvy QCDs
By Lauren Adams, CFA®, CFP®
Did you know that QCDs are only one of many charitable giving strategies our team helps clients deploy? If you're interested in learning more, reach out to your planner!
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Kelsey Passes Series 63 Exam!
Well, she’s done it folks! Kelsey Arvai has now completed all of her licensing required to be a Lead Financial Planner! Congratulations, Kelsey!
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Kicking Off Our First Events of 2024
Thank you to those who attended our 2024 Economic & Investment Outlook Event, hosted by Angela Palacios and featuring Lauren Adams and Michael Brocavich.
Weren't able to attend? That's okay! We've recorded a webinar version for you to watch at your convenience.
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Bob Attends Chapters Leaders Conference
Bob Ingram attends this year's FPA Chapter Leaders Conference Retreat in Denver, CO.
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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, Marisa Dobson was recognized for Energy & Enthusiasm for always answering the phone with such energy and positivity and helping in any way she can. Keep up the good work, Marisa!
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Our office will be closed on Friday March 29th, in observance of Good Friday. If you need immediate assistance on this day, please contact Raymond James directly at 800-647-7378. Otherwise, we look forward to replying to your message when we return on Monday, April 1st!
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The Center is trialing a new benefit to clients. We’re now accepting paper shredding anytime throughout this year in addition to our shred event. Feel free to drop off during the hours of 8:30AM-4PM to the Southfield office. If you are in need of a dolly, call us once you park so we can bring one down to help. |
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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 2024 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.
Investment News “2024 Best Places to Work for Financial Advisors”. The Best Places to Work for Financial Advisers program is a national program managed by Best Companies Group. The survey and recognition program are dedicated to identifying and recognizing the best employers in the financial advice/wealth management industry. The final list is based on the following criteria: must be a registered investment adviser (RIA), affiliated with an independent broker-dealer (IBD), or a hybrid doing business through an RIA and must be in business for a minimum of one year and must have a minimum of 15 full-time/part-time employees. The assessment process is compiled in a two part process based on the findings of the employer benefits & policies questionnaire and the employee engagement & satisfaction survey. The results are analyzed and categorized according to 8 Core Focus Areas: Leadership and Planning, Corporate Culture and Communications, Role Satisfaction, Work Environment, Relationship with Supervisor, Training, Development and Resources, Pay and Benefits and Overall Engagement. Best Companies Group will survey up to 400 randomly selected employees in a company depending on company size. The two data sets are combined and analyzed to determine the rankings. A total of 75 employers won . The ranking is based on fiscal year 2023 and was released on 02/28/2024. The award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. Investment News and/or Best Companies Group is not affiliated with Raymond James.”
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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