Contributed by: Jaclyn Jackson, CAP®
May was a moment. Our Finding Your Center book tour made its Brighton debut, and the conversations were as vibrant as the venue itself. Hosted at the stylish and welcoming All Heart Garage, each event brought together community members eager to learn, connect, and take real steps toward financial confidence.
At the heart of it all? A dynamic panel of experts who didn’t hold back. From debunking overpriced annuities that don’t align with your goals to smart takes on tax strategies in today’s shifting political landscape to thoughtful commentary on tariffs and their market ripple effects—there was something for everyone.
But it wasn’t just high-level thinking—it was practical, personal, and powerful. Attendees left with new insights, real tools they could use, and a renewed sense of purpose when it comes to building a secure and meaningful financial future.
Why You Should Join Us Next Time
Each guest received a free copy of our newly released book, Finding Your Center: Achieving Confidence Through Financial Planning—a resource that’s already sparking “a-ha” moments and empowering readers to take charge of their financial story.
This isn’t your average finance book. It’s filled with real-life tips, conversation starters for families, and strategies that actually make sense for today’s economy. Reading it is just the beginning—our events bring the pages to life.
What’s Next: June and July—Mark Your Calendars!
📅 June Events
We’re tailoring deep-dive sessions for executives, entrepreneurs, and high earners nearing retirement. If you’ve been wondering how to maximize your savings and minimize your tax bill, these events are designed with you in mind.
📅 July Events
REGISTRATION DETAILS COMING SOON
Our July series kicks off with a family-friendly financial literacy event that’s both fun and informative. Bring the grandkids! There’ll be interactive games, lunch, and a panel hosted by Brooke Allen, plus free books and activities led by Junior Achievement. Two powerful follow-up events will dive into chapters on legacy building, charitable giving, and smart college funding strategies—perfect for grandparents and parents alike.
🎉 Come for the conversation. Leave with clarity.
We’d love to see you at one (or all!) of our upcoming events. Whether you’re planning for retirement, looking to support the next generation, or simply curious about how to make smarter financial decisions—this tour was built for you.
Your center is waiting.
Jaclyn Jackson, CAP® is the Director of Marketing at Center for Financial Planning, Inc.®
Any opinions are those of Jaclyn Jackson, CAP®, and not necessarily those of Raymond James.