Dear Clients and Friends of The Center,
2025 marks The Center's 40th anniversary and we are thrilled to announce a series of events designed to honor and celebrate our journey with you!
One of the highlights will be the launch of our team-authored book, Finding Your Center: Achieving Confidence through Financial Planning, which encapsulates decades of collective experience and knowledge used to foster our time-proven financial planning processes. This book is not just a compilation of our insights; it is a resource for you, our valued clients, to navigate significant life changes with confidence and clarity.
We will also host an in-person 40th anniversary party for local clients and a virtual 40th anniversary party for remote clients to reflect on the past and look toward our future together. Your participation is essential to our story, and we are excited to share these special moments with you!
Best regards,
Your Center Team
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