Clients and Friends of The Center,
We are delighted to share that this month's CenterVIEW is jam-packed with exciting news!
Nick Defenthaler has been honored with a prestigious Forbes award, recognizing his commitment to excellence and client satisfaction! Alongside this accolade, we have a lineup of upcoming events and webinars that offer valuable insights and knowledge, including our Elections & Markets webinar, How to Save Taxes and THRIVE in Retirement seminars, and Finances for Parents: FAFSA & 529s webinar. Details to register can be found below!
Your Center team has also written several informative blogs on topics including Wire Transfer Delays, The Difference Between Mutual Funds and ETFs, Planning Ahead for Later Retirement Living, and Whether or Not Social Security Will Run Out in the Next 10 years.
Additionally, keep an eye out for exciting updates on our team members, including the announcement of future baby Centerites and the other engaging activities our team has been involved in over the past month!
Your Center Team
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Nick Defenthaler Named to the 2024 Forbes' Top Next-Gen Wealth Advisors Best-in-State List!
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Longevity Virtual Conference
During this webinar, we tackle three of the most crucial topics on caregiver’s minds:
1. How to find the best place for loved one’s to receive care.
2. What supports exist to alleviate caregiver stress.
3. What estate documents are needed to be prepared as a loved one ages.
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Wish you could press rewind on on a few of the sessions or do you know someone that could have benefitted from hearing this?
Luckily, we'll have an on-demand version of the event available!
Stay connected with us to get the replay.
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Upcoming Webinars and Seminars |
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Elections & Markets Webinar
September 18th, 2024
11:30AM-1:00PM
Are you concerned about how elections outcomes will affect your investment strategy and goals?
Director of Investments, Angela Palacios, CFP®, AIF®, will host 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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Finances for Parents: FAFSA & 529s
September 26th, 2024
6:00PM-7:00PM
Does the thought of college planning seem overwhelming? Not sure where to start when it comes to college admissions and financial aid? 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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Tuesday, September 17, 2024
6:00 PM - 7:00 PM
2|42 Community Church
7526 Grand River Avenue Brighton, MI 48114
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Thursday, September 19, 2024
6:00 PM - 7:00 PM
Farmington Community Library
32737 W 12 Mile Rd
Farmington Hills, MI 48334
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Mutual Funds vs. ETFs - What's the Difference?
By Nick Boguth, CFA®, CFP®
Mutual funds vs. ETFs – what's the difference? At the highest level…not much! The differences shows up more when you dig into the details of their liquidity, tax efficiency, costs, and transparency.
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Planning Ahead for Later Retirement Living
By Sandy Adams, CFP®
Learn more about planning ahead for your future long-term care and retirement living situation so that you and your family have the best overall experience possible in your later retirement years!
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Will Social Security Run Out in The Next 10 years?
By Kelsey Arvai, MBA, CFP®, Nick Errer, Ryan O'Neal
The short answer? No, social security won't run out. At least not entirely. As a result of changes to Social Security enacted in 1983, benefits are expected to be payable in full until 2037.
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Wire Transfer Delays
By Jeanette LoPiccolo, CFP®
Clients occasionally request a wire transfer from their Raymond James account. We're delighted to assist, but we want you to be informed about the possibility of an industry-wide delay in the process.
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Baby Boy Boguth is
On The Way!
Congratulations to Nick Boguth and his wife Emily on the announcement of their fourth child! We are beyond happy for you both!
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Angie Completes
Kitces' MasterClass
Angela Palacios recently completed the Kitces MasterClass on Finding Planning Opportunities When Reviewing a Client’s Tax Return. This course provides in-depth comprehension of a client’s tax returns to the practical application of the planning conversation.
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Center Partner Retreat
Center partners gathered for their annual partner off-site meeting to spend time bonding and working on the business together.
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Dawn Passes FPQP® Exam
Congratulations to Dawn LoPiccolo for passing the FPQP® (Financial Paraplanner Qualified Professional) exam! This designation provides additional expertise in the field of financial planning, which allows her to better advise clients.
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Bob Presents at
MICPA Conference
Bob Ingram recently presented at MICPA's 46th Annual Small Firm Practitioners Conference, speaking on The Widow’s Penalty and what tips and strategies can help clients avoid costly mistakes.
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September Center-Versaries
Check out our Sept. Center-Versaries!
Jeanette LoPiccolo - 8 years on the 7th
Angela Palacios - 16 years on the 8th
Ashley Frank - 8 years on the 12th
Raya Chope - 10 years on the 18th
Selina Robinson - 3 years on the 20th
Sarah McDonell - 7 years on the 27th
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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, Nick Defenthaler was recognized for Teamwork & Collaboration, Nice & Kind, AND Energy & Enthusiasm for playing such a big part in our recent 2024 Team Retreat. Thank you for such a special and memorable company adventure!
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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 Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Compensation provided for using the rating. The Research Summary (as of August 2024) included: 45,996 nominations for all rankings, based on thresholds, 24,832 invited to complete online survey, 21,368 telephone interviews, 5,176 in-person interviews at advisors’ location, 1,545 virtual interviews and 4,081 individuals considered and 1,621 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/23 to 3/31/24 and was released on 8/8/24. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.
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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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