Questions about the current state of the market and economy? Looking to improve your financial well-being in 2024? During our time together, we’ll discuss important topics such as:
Cover our ‘5 point check-list’ to help improve your financial well-being in 2024
Tips to get your financial life organized for a successful 2024
2024 economy, stock and bond market outlook
Discuss our high interest rate/inflationary environment and what this means for you as an investor
Please join us for an in person, educational seminar on these topics and more as Certified Financial Planner™ and Retirement Income Specialist, Nick Defenthaler, CFP®, RICP® shares his knowledge and expertise on these important and timely concepts.
Nick Defenthaler, CFP®, RICP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® Nick specializes in tax-efficient retirement income and distribution planning for clients and serves as a trusted source for local and national media publications, including WXYZ, PBS, CNBC, MSN Money, Financial Planning Magazine and OnWallStreet.com.
24800 DENSO DRIVE, STE 300, SOUTHFIELD, MI 48033
248.948.7900
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James and its advisors do not offer tax or legal advice.