Coat Drive
Sep
24
to Oct 15

Coat Drive

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The Center is pleased to partner with Beyond Basics to provide winter coats to children in local schools who do not have one. A donation has been made from The Center charitable committee to purchase over 20 new winter coats. In addition, there will be a donation box in The Center’s lobby for new or gently used coats sizes 3T to Adult XXL.

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Long Life Planning
Oct
17
6:00 PM18:00

Long Life Planning

Go beyond traditional retirement planning and tackle topics such as long-term care planning, difficult conversations with family, aging and end-of-life planning. Discuss resources, downsizing, housing and care options, legal and financial guidance and more. Plan now for your later life.

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The New Tax Laws and How They May Affect You
Oct
17
7:00 PM19:00

The New Tax Laws and How They May Affect You

The Tax Cuts and Jobs Act (TCJA), signed into law last December, brings many changes to both corporate and individual tax laws in 2018.  If you’ve asked yourself, “what do these changes mean for me?”, you’re certainly not alone!  During our 50 minute discussion, we’ll review some of the most notable changes and offer advice on ways to potentially reduce your current and future tax bill by taking advantage of underutilized financial planning strategies.

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2019 Medicare Open Enrollment: Selecting the coverage that works for you
Oct
22
6:00 PM18:00

2019 Medicare Open Enrollment: Selecting the coverage that works for you

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Do you have decisions to make during the upcoming Medicare Open Enrollment window? Are you curious and want to gather answers before you are eligible to enroll? We realize how important these decisions can be and are here to help. Cynthia Brown of Powers Financial Benefits, LLC, an independent agent will present on selecting healthcare prior to Medicare eligibility, making the transition to Medicare from an individual or group health insurance plan and updates to the Medicare system.

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2019 Medicare Open Enrollment: Selecting the coverage that works for you
Oct
23
1:00 PM13:00

2019 Medicare Open Enrollment: Selecting the coverage that works for you

Do you have decisions to make during the upcoming Medicare Open Enrollment window? Are you curious and want to gather answers before you are eligible to enroll? We realize how important these decisions can be and are here to help. Kali Hassinger, CFP® will host guest speaker James Edge from HealthPlanOne in presenting fundamental information you need to understand Medicare coverage, enrollment periods, and supplemental insurance.

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Social Security & Longevity Planning: Don't Try This at Home
Oct
24
7:00 PM19:00

Social Security & Longevity Planning: Don't Try This at Home

Social Security is an extremely important component to your overall retirement game plan so it’s critical that you understand how your benefit functions.  During our discussion, we’ll review different filing options, touch on the impact of taking benefits early and also discuss how you might incorporate Social Security planning into your own retirement income strategy.

REGISTER HERE

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Double Down: Support Wigs 4 Kids
Oct
25
5:00 PM17:00

Double Down: Support Wigs 4 Kids

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Center for Financial Planning, Inc.® is partnering with Impact100 Metro Detroit to host an informational gathering as we enjoy making gift bags to benefit the families served by Wigs 4 Kids. Jacki Roessler, CDFA® and Kali Hassinger, CFP® of The Center will present a fun and engaging mini session on how women can still get the most out of charitable donations or contributions in light of new tax reform laws. Don’t miss out on these valuable strategies before 2018 year-end!

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Retirement Income Planning: How to Re-Create a Paycheck in Retirement
Oct
25
7:00 PM19:00

Retirement Income Planning: How to Re-Create a Paycheck in Retirement

A common concern for many approaching retirement is how to access your money when you’re no longer working. Basically, how will you get paid during retirement? Have you ever wondered: When should I take Social Security? Which pension option should I choose? How much should I draw from my retirement savings? If so, you’re certainly not alone. During our discussion, we’ll address these questions and review various ways to help you create your own tax-efficient retirement paycheck and portfolio.” 

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Year-End Tax and Planning Strategies
Nov
13
1:00 PM13:00

Year-End Tax and Planning Strategies

With the year winding down and the holidays quickly approaching, it’s very easy for our personal finances to take a back seat.  However, based on the significant changes to our tax code this year, there are several timely and relevant year-end tax and financial planning item strategies you should have on your radar.  During our 45-minute discussion, we will cover the following topics and more: 

  • Refresher of tax law change (“Tax Cuts and Jobs Act of 2017”) that went into effect in 2018

  • Tax planning strategies to consider surrounding your investments, charitable gifts and retirement accounts given recent tax reform

  • Retirement planning ideas and overview of 2019 contribution limits

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Social Security & Longevity Planning: Don't Try This at Home
Nov
13
7:00 PM19:00

Social Security & Longevity Planning: Don't Try This at Home

Social Security is an extremely important component to your overall retirement game plan so it’s critical that you understand how your benefit functions.  During our discussion, we’ll review different filing options, touch on the impact of taking benefits early and also discuss how you might incorporate Social Security planning into your own retirement income strategy.

REGISTER HERE

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Serving as a Financial Fiduciary
Nov
14
6:00 PM18:00

Serving as a Financial Fiduciary

Being responsible for someone else’s financial finances is a huge responsibility. Learn what it means to serve in the role of a financial fiduciary - persons required to always act in the best financial interest of someone else. Learn where to find guidance and resources, how to avoid scams and how to establish sound, long-term planning.

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Retirement Income Planning: How to Re-Create a Paycheck in Retirement
Nov
27
7:00 PM19:00

Retirement Income Planning: How to Re-Create a Paycheck in Retirement

A common concern for many approaching retirement is how to access your money when you’re no longer working. Basically, how will you get paid during retirement? Have you ever wondered: When should I take Social Security? Which pension option should I choose? How much should I draw from my retirement savings? If so, you’re certainly not alone. During our discussion, we’ll address these questions and review various ways to help you create your own tax-efficient retirement paycheck and portfolio.” 

REGISTER NOW

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Social Security & Longevity Planning: Don't Try This at Home
Oct
11
7:00 PM19:00

Social Security & Longevity Planning: Don't Try This at Home

Social Security is an extremely important component to your overall retirement game plan so it’s critical that you understand how your benefit functions.  During our discussion, we’ll review different filing options, touch on the impact of taking benefits early and also discuss how you might incorporate Social Security planning into your own retirement income strategy.

REGISTER HERE

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Collecting Books For Donation To RX For Reading
May
1
to Jul 31

Collecting Books For Donation To RX For Reading

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We’re collecting books for donation to Rx for Reading to fill the Little Libraries in neighborhoods throughout Metro Detroit. Please donate your gently used or new books, appropriate for elementary through high-school aged students. We can also accept monetary donations (Rx for Reading Detroit is able to purchase books at a deep discount). The Little Libraries used by Rx for Reading are constructed by Center client John Mio.

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