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Clients and Friends of The Center,
Welcome to October’s CenterVIEW! We're thrilled to share some exciting updates with you this month.
We're excited to announce that we've been recognized with a prestigious award from Crain's as a Best Place to Work in Southeast Michigan. This accolade is a testament to our commitment to creating a positive work environment for our employees. We firmly believe that happy employees lead to exceptional service, which in turn results in happy clients. Learn more below!
In addition to this recognition, we are pleased to announce two upcoming events designed to assist you in navigating important health and retirement decisions. Join us for our "Navigating the Medicare Maze" and "Pre-Retirement Healthcare" seminars happening in October. Please note that spots are limited for these events, so we encourage you to RSVP as soon as possible to secure your place!
We also invite you to explore our recent blog posts, where our knowledgeable team members share insights and updates on various financial topics. You can also check out what the Center team has been up to outside of the office in our Snapshots section.
Make it a great month!
Your Center Team
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The Center is a Crain's 2024 Best Places to Work Award Winner!
The Center is on a hot streak of success! We are delighted to announce we’ve been recognized as the winner of Crain's Best Places to Work in Southeast Michigan for the 8th consecutive year. Read more HERE!
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Pre-Retirement Healthcare
Wednesday, October 16th
6:00PM-7:00PM
Are you planning to retire before age 65 and wonder what your options for healthcare might be? We have information to help you!
In this seminar, we’ll be discussing what to do if you won’t have employer covered retiree health care, Marketplace Health Insurance options and expansion, and understanding subsidies and eligibility under the American Rescue Act.
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Navigating the
Medicare Maze
Wednesday, October 23rd
6:00PM-7:00PM
Are you over age 65 and have Medicare on your mind? You're not alone! And we’ve got the answers to your questions.
Making the transition to Medicare from an individual or group insurance plan is a major decision – and not one to be taken lightly! We'll walk you through all of your Medicare options and the enrollment processes.
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Elections & Markets Webinar
Are you concerned about how elections outcomes will affect your investment strategy and goals?
Director of Investments, Angela Palacios, CFP®, AIF®, hosts a thoughtful conversation with Liz Anne Muirhead of Vanguard Group, Inc. to explore the impact of elections on global markets. From analyzing election outcomes to understanding market volatility, this webinar promises valuable insights for investors.
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Strategies for a Smart College Search
Does the thought of college planning seem overwhelming? Don’t worry, you’re not alone!
In this informative webinar, Bob Ingram, CFP® welcomes college education consultant, Heidi King of College Inside Track, to discuss key tips and strategies to navigate this changing landscape and avoid potential pitfalls.
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How to Save Taxes and THRIVE in Retirement!
Questions about your retirement in today's new normal? During this seminar, we’ll discuss:
- Overview of our current, historically low tax environment that is set to expire over the coming years.
- Discuss several of the most common tax pitfalls retirees will face in retirement.
- Review strategies to recreate your retirement income in the most tax efficient manner possible.
- Learn more about the power of Roth IRA conversions and how to gift to charity and actually receive a tax benefit!
- Tax smart investing – give less to Uncle Sam and keep more money in your pocket!
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Beyond the 4% Rule: Five Strategies to Ensure Your Retirement Income Lasts a Lifetime
By Nick Defenthaler, CFP®, RICP®
Don't just rely on the 4% rule. Explore five key strategies to stretch your retirement savings and make your golden years as worry-free as possible!
READ MORE
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From Overwhelmed to Empowered: A Widow's Journey to Financial Well-Being
By Sandy Adams, CFP®
Don't let grief and financial anxieties hold you back. This guide empowers widows to take charge and build a secure financial future.
READ MORE
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Important Info for Owners of Corporations, LLC’s, & Oher Business Entities
By Michael Brocavich, MBA, CFP®
Corporate Transparency Act (CTA) - Report beneficial ownership information to FinCEN by January 1, 2025. Learn more.
READ MORE
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Can You Move RMD's From Your Tax-Deferred Retirement Plan or IRA to Your Roth IRA?
By Kelsey Arvai, MBA, CFP®, Nick Errer, and Ryan O'Neal
Find out how and when to reinvest your RMD income into a Roth IRA. Although it may make sense to talk to a financial advisor beforehand to curate a plan that works best for you!
READ MORE
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Unlocking Future Success: The Center for Financial Planning's Internship Program
By Kelsey Arvai, MBA, CFP®, Nick Errer, and Ryan O'Neal
Learn more about how Center for Financial Planning's internship program is a transformative opportunity for aspiring financial professionals.
READ MORE
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Raya's Expecting!
Congratulations to Raya Chope on the announcement of her baby boy! We're so excited for you and can't wait to meet him!
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Lauren and Matt Attend
CFA Society Detroit Event
Lauren Adams and Matt Trujillo attended the CFA Society Detroit’s September event focused on investment strategies during the election season. The event was held at Ford Field and they met Roary the Lion’s mascot!
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Nick B. Attends Detroit Economic Club Conference
Nick Boguth attends the 10th Annual Young Leader Conference, a one-day conference focusing on the theme of Using the Past to Drive the Future.
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Center Team Members
Attend FPA Symposium
Several Center team members traveled to Grand Rapids to attend FPA of Michigan's annual symposium. This year's event offers sessions that cater to your goals, expertise, and experience level, giving you a comprehensive understanding of current trends and professional development.
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October Center-Versaries
Check out our Oct. Center-Versaries!
Marisa Dobson - 2 years on the 6th
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Center Team Celebrates Our Recent Crain's Award
Center team members attend Crain's Best Places to Work award ceremony to
mingle with representatives from top-rated workplaces and hear from keynote panelists about what it takes to be named one of the "Best Places to Work" - one of the speakers being our very own, Lauren Adams!
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Women in Finance Networking Event
Angela Palacios, Lauren Adams, and Jaclyn Jackson joined the CFA Society Detroit and FPA of Michigan for a networking opportunity to catch up with colleagues.
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Nick V. Attends Branch Associate Regional Conference
Nick Valente recently attended the Branch Associate Regional Conference in Chicago, which provides associates the opportunity to share tools, resources and best practices to help each other grow in their career.
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The Center Supports Local School Supplies Drive
The Center was proud to support a school supplies drive in support of Detroit Public Schools hosted by CFA Society Detroit and Junior Achievement Southeastern Michigan!
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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, Sarah McDonell was recognized for Teamwork & Collaboration and Nice & Kind for helping while Gerri was out of the office. It truly takes a village and we're so glad you're a part of ours, Sarah!
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Center for Financial Planning, Inc.®
24800 Denso Drive, Suite 300 Southfield, MI 48033
248-948-7900
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Crain's 2024 Detroit Business Best Places to Work in Southeast Michigan, developed by Best Companies Group, is based on evaluating employee surveys and the organizations benefits package. To be considered, the organization must: be a publicly or privately held business, be a for-profit, not-for-profit business or government entity, have a facility in Southeast Michigan, have at least 15 full or part-time employees working in Southeast Michigan, be in business for a minimum of one year, and pay a fee to be considered. 93 of the self-nominated applicants won the award. This ranking was released on 8/22/2024, This recognition is neither an evaluation of services offered, nor a ranking of the Center for Financial Planning associates as investment adviser representatives. This award is not representative of any one client's experience, is not an endorsement, and is not indicative of an advisor's past or future performance. Crain's Detroit Business 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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