Center for Financial Planning, Inc.

06/05/2026

We loved opening our doors for Take Your Child to Work Day and giving our team members' kids a behind-the-scenes look at what we do every day. From meeting new friends to exploring the office and learning about different roles, it was a day full of curiosity, creativity, and lots of smiles! 😊

Check out the highlights in our video! https://www.raymondjamesconnect.com/aFJ37w

06/04/2026

Recent FAFSA changes have opened up new opportunities for families—especially grandparents—to support a child's education without impacting financial aid eligibility.

Join Bob Ingram, CFP® and TIAA-CREF Education Savings Consultant Jon Scott for an insightful webinar:

The Hidden Benefits of College Savings Plans
📅 Thursday, June 18
⏰ 6:00–7:00 PM (via Zoom)

Learn smart strategies to maximize tax benefits, navigate financial aid, and build a meaningful legacy.
Save your spot today! https://www.raymondjamesconnect.com/amxr42

06/02/2026

We're excited to welcome not one, but two new team members to The Center! Meet Jackson Prepolec, who joins as a Client Service Associate, and Ashlen Woodard, our new Client Service Administrator–Receptionist. We're thrilled to have them both on board and look forward to the energy and expertise they bring to our team! 😊

06/02/2026

When to claim Social Security is one of the most impactful retirement decisions you'll make—yet claiming too early could cost you thousands over time. Understanding your options, longevity, and spousal impact can help turn this choice into a powerful strategy for maximizing your retirement income.

centerfinplan.com

05/26/2026

Trump Accounts offer a new way to invest for your child's future—plus a potential $1,000 government contribution. Learn how they work and where they may fit in your family's financial plan in our latest blog.

centerfinplan.com

05/25/2026

Our office will be closed today, Monday, May 25th, in observance of Memorial Day. We look forward to replying to any messages when we return tomorrow!

05/19/2026

Great investing, like great cooking, starts with the right mix — and knowing when to adjust it. Discover how asset allocation, risk tolerance, and discipline can help you stay on track toward your long-term financial goals.

centerfinplan.com

05/19/2026

Care for yourself while caring for others. 🤗

In this powerful session at our 2026 Longevity Virtual Conference, Paula Duren, Ph.D. of Universal Dementia Caregivers addresses caregiver identity, emotional well-being, and compassion fatigue. This conversation reminds caregivers why self-care matters—and asks the critical question: "Who is filling up my cup?"

Click the link to register! https://www.raymondjamesconnect.com/aUVmHn

05/16/2026

Happy 2nd CenterVersary to Client Service Associate, Rachel Breuer!

05/14/2026

Caregiving doesn't come with a manual—but this session helps. ❤️

Join Julie Edgar of AgeWays Nonprofit Senior Services at our 2026 Longevity Virtual Conference for expert guidance on navigating caregiver stress, legal considerations, and local resources. This session is packed with tools and programs that make caregiving more sustainable—for you and your family.

Click the link to register! https://www.raymondjamesconnect.com/a8p0_T