2019 Investment Outlook
Feb
27
11:30 AM11:30

2019 Investment Outlook

Join Angela Palacios, CFP®, AIF®, Director of Investments, for an investment and economic overview of 2018 and a preview into what we are thinking about for 2019 and beyond.  Nick Defenthaler, CFP®, Lead Financial Planner, will also give an update on financial planning topics as related to your investments. 

REGISTER NOW

View Event →
Retirement Income Planning: How to Re-Create a Paycheck in Retirement
Feb
28
6:30 PM18:30

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

View Event →
Critical Financial Issues for Divorce Attorneys in 2019
Mar
1
9:30 AM09:30

Critical Financial Issues for Divorce Attorneys in 2019

The tax and financial landscape for divorcing couples in Michigan changed dramatically in 2019. Start off the year with a new arsenal of tools, including creative ways to address alimony and take advantage of new tax law changes. We’ll also discuss QDRO issues, marital versus separate property considerations, significant financial concerns surrounding the marital home and more!

REGISTER NOW

View Event →
Celebrate International Women's Day with The Center
Mar
8
8:00 AM08:00

Celebrate International Women's Day with The Center

You're invited!

Join Center for Financial Planning, Inc.® as we commemorate International Women's Day with friends, food, a dynamic speaker, and a few surprises!

Joscelyn A. Davis of JADE Strategies keynotes this celebration of women's social, economic, cultural, and political achievements, with the message, “Cultivating Your Tribe.” Joscelyn will discuss workplace barriers that professional women experience and leave you with strategies to overcome them and thrive.

There's no charge to attend. Come share the energy, learn how to spread the love, and keep the celebratory spirit going!

Attendance is limited, register early

Register NOW!

View Event →
Social Security & Longevity Planning: Don't Try This at Home
Mar
14
6:30 PM18:30

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

View Event →
Make Your Charitable Giving Work for You
Apr
2
1:00 PM13:00

Make Your Charitable Giving Work for You

Are you making your charitable contributions in the most tax-efficient manner? With nearly 90% of Americans now taking the standard deductions on their taxes due to recent tax law change, it’s become even more important to be intentional with how you actually facilitate the donations you make each year. During our discussion, we’ll discuss various strategies to consider so you pay less in tax and more to the organizations you’re most passionate about.

REGISTER NOW

View Event →
Make Your Charitable Giving Work for You
Apr
2
7:00 PM19:00

Make Your Charitable Giving Work for You

Are you making your charitable contributions in the most tax-efficient manner? With nearly 90% of Americans now taking the standard deductions on their taxes due to recent tax law change, it’s become even more important to be intentional with how you actually facilitate the donations you make each year. During our discussion, we’ll discuss various strategies to consider so you pay less in tax and more to the organizations you’re most passionate about.

REGISTER NOW

View Event →
Retirement Income Planning: How to Re-Create a Paycheck in Retirement
Apr
4
6:30 PM18:30

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

View Event →

Retirement Income Planning: How to Re-Create a Paycheck in Retirement
Nov
27
6:30 PM18:30

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

View Event →
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.

REGISTER HERE

View Event →
Social Security & Longevity Planning: Don't Try This at Home
Nov
13
6:30 PM18:30

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

View Event →
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

REGISTER NOW

View Event →
Toys for Tots Toy Drive
Nov
1
to Dec 14

Toys for Tots Toy Drive

  • Center for Financial Planning, Inc.® (map)
  • Google Calendar ICS

Center for Financial Planning, Inc.® is partnering with Marine Toys for Tots Foundation again this holiday season. We are excited to be part of the nationwide campaign by hosting a “collection box” in our office. Toys for Tots mission is to collect new unwrapped toys and distribute those toys to children whose parents cannot afford to buy gifts during the holiday season. 

If you would like to join the fun and make a donation of a new unwrapped toy, please stop by our office any time before December 14th. The collection box is located in our reception area just inside the front office doors.

We appreciate the generosity of clients and friends in the past and look forward to helping families in need again this year. Thank you to all!

Raymond James is not affiliated with Marine Toys for Tots.

View Event →
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.

REGISTER HERE

View Event →
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

View Event →
Coat Drive
Sep
24
to Oct 15

Coat Drive

  • Center for Financial Planning, Inc.® (map)
  • Google Calendar ICS

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.

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

Collecting Books For Donation To RX For Reading

  • Center for Financial Planning (map)
  • Google Calendar ICS

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.

View Event →