Community

Julie Hall Helps Spread Financial Literacy

 

Teaching middle school aged children about budgeting and the value of learning how to make financially aware decisions, even as teenagers, was top of mind for Julie Hall. That's why she got involved in the Junior Achievement Finance Park in Detroit as a volunteer through her membership in the Financial Planning Association (FPA) of Michigan.

During the workshop teens were given a different life scenario with different education levels, income levels, and unique circumstances emulating real life family dynamics.  With guidance from financial professionals, the participants got to make their own financial choices and build a budget.  After paying bills and reviewing results the next step was to explore and decide if they can and want to save money for upcoming financial goals or donate to charitable causes important to them.

Julie says “Teaching financial awareness can and should begin at an early age so that our children are better prepared to handle their finances effectively in the future.” The Junior Achievement Finance Park is a resource that Julie has been involved with in the past, and each time a member of the Center team volunteers, we walk away knowing we've given even more young people in our community tools they can use for a lifetime.

Center Named Birmingham Bloomfield Chamber Legacy Sponsor

 As an honor and sign of our dedication to the community, The Center is proud to announce we are a 2013 Legacy Sponsor of the Birmingham Bloomfield Chamber of Commerce. Every year four companies are selected, each for having committed serious time and money to supporting the Chamber’s mission of connecting with the community. We see this not just as an honor, but a sign that we are achieving an important part of The Center Vision 2020*. The goals we set forth in that visioning process include Partnering with a Passion for the Community. Specifically, here’s what we have committed to do:

We have fostered a natural space to reinforce our firm’s intrapreneurial spirit. If a Center team member feels strongly that the firm might have an opportunity to make a difference for people, they will feel inspired to bring their inspiration to the table, leverage the talents of our team and commitments of our firm, and see the rewards of their vision.

We continue to demonstrate leadership by providing our time and talents to the organization. Center planner, Troy Wyman, CFP® was recently elected Secretary of the Chamber’s Executive Committee and has served on the board for the last six years. The Chamber has provided an excellent extension for reaching our professional, local, and personal communities. Our Legacy Sponsor designation is just one example of the many ways we remain committed to serving our communities. And we at the Center are proud of the results we help to create.  


*Our 2020 vision, originated at an all team member retreat in April 2012, paints a picture of the healthy and vibrant organization that we nurture and sustain. Our collective 2020 vision inspires, rallies, and guides our deci­sions. Day in, day out, The Center is driven by Mission, Firm Values, and Firm Service Values.

Teaming up with Gleaners Food Bank

 On Saturday February 23rd, Center team members and their families volunteered to support Gleaners Food Bank.  Jen Hackmann, Client Service Manager said we really pulled our weight.

Thank you, thank you for all the support for the 1st Gleaners volunteering event - we had a total of 214 pounds of donations (I think Tim’s donation of multiple cans of fruit cocktail put us over the 200 pound mark),” Jen reported. “And according to the organizers at Gleaners, this food donation will provide 178 meals for our hungry neighbors in need.  Gleaners collects over 2.5 million pounds of food from food drives like ours and distributes the donations to more than 600 partnering groups in need each year.”

After an orientation and video introduction to Gleaners Food Bank, our volunteers got to work. We went from standing still, trying to figure out what we were going to be doing, to a full-on assembly line working at what felt like a 100 miles per hour.  Jen remembers saying to Troy Wyman, CFP ®and Gerri Harmer, Client Service Associate, “I have a new and GREAT respect for assembly line work!”  Apparently it is not as easy as it looks!  Some of us packed bags of fruit while others worked with packaged food, putting together large boxes of noon-perishable goods to be handed out to families in need. 

And despite the demanding morning of helping out at the food bank, we couldn’t get enough! We’ve already planned another Gleaners volunteer day on Saturday, September 21st from 9am – noon.  Anyone who would like to join our group is more than welcome.  If you happen to get the volunteering itch on your own one Saturday morning, you can just show up at 9am on any Saturday at the Detroit Gleaners Distribution Center.  You do not need to be part of a group and the Detroit Distribution Center is the only site that takes “walk-in” volunteers.

The Center Celebrates at "Detroit Loves Cinema"

On Thursday February 14th, The Center joined Detroit Passport to the Arts (DP2A) for a special screening of Oscar Nominated Shorts at the Detroit Film Theater at the Detroit Institute of Arts.  We had a great time strolling down the red carpet, voting for our favorite short films and best dressed, and taking in the Detroit Historical Museum for an after-party.  Center for Financial Planning is a season sponsor for DP2A in conjuction with our 2020 vision which includes initiatives to support the community around us.

Founded in 2009 by Detroit Chamber Winds & Strings, Eisenhower Dance Ensemble and the Great Lakes Chamber Music Festival, Detroit Passport to the Arts provides an introduction to the Detroit cultural scene for people 45 & under.  With an affordable passport, DP2A offers an opportunity to experience Detroit and its culture with like-minded people.  A passport provides access to six performances, including dance, opera, symphony, theatre, film and chamber music, followed by six social networking events.  For more information about DP2A visit dp2a.org or call 248-559-2095.


Detroit Passport to the Arts is not affiliated with Raymond James

Center Client Gives Back to his Community

 Lee and Susan Riddell, longtime clients of Marilyn Gunther, CFP® have been Center Clients for nearly 25 years.  Susan is a gifted quilter and crafts person.  Lee retired from a career at Ford Motor Company and was recently featured in an article written by Robert Norris for Cincinnati.com, a Gannett Company.   

The following quote taken from the article provides insight as to how Lee Riddell shares his many talents and what successful retirement means to him and Susan.  “This is my community.  Do I want to be a spectator or a participant?”  One of the ways Lee participates is by volunteering with Habitat for Humanity affiliate in Phoenix.  He helped Katrina victims rebuild and more recently went to Kentucky to help rebuild a home taken down by a tornado in March 2012. 

Marilyn Gunther said, “It has been such a pleasure to see Lee and Susan successfully retire.“

Photo: Lee Riddell, left, joined a volunteer team that included AmeriCorps worker Kevin Slowe from Jamaica in building a home last fall in Dry Ridge.


Investment performance was not used to determine which clients to include in this spotlight. It is not known whether the above clients approve or disapprove of Marilyn Gunther/Center for Financial Planning or the advisory services provided.  The criteria used to select this client was random.

Center Supports the IOG’s Programs to Engage and Educate Seniors

 The Center is proud of our partnership with the Wayne State University Institute of Gerontology (IOG).  The IOG is committed to engaging and educating seniors in our communities. One of their premier events is the Art of Aging Successfully Annual Senior Conference, which brings hundreds of seniors together to experience well-respected keynote speakers and break-out workshops promoting creative expression, social connection and information on ways to positively embrace all facets of aging.  In addition, time is provided to take a stroll through the Gallery Walk, which is a display of art created by local area seniors.  Sandy Adams has attended this event for the last three years and says, “Art of Aging is a wonderful event.  The energy and creativity of those that attend is inspiring.” This year’s conference will be held on Thursday, March 21, 2013, at the Greater Grace Conference Center in Detroit and is sure to be another sell-out event.  Sandy sits on the Board of Visitor’s for the Institute of Gerontology and will be representing the Center at the Art of Aging event.  To view the conference schedule or to register, go to http://www.iog.wayne.edu/seniors/art-of-aging.php.

Center Honored as one of Michigan's Healthiest Employers

 The Center was honored as one of Michigan’s Healthiest Employers.   The inaugural award recognizes companies that show examples of innovative programs that had an impact on both the wellness of the employees but also productivity for the companies.  

Center Planner Laurie Renchik, CFP® says, “Our Health & Wellness program has been going strong since 2007 and we are proud to share our success story with others. The credit for the award and recognition goes to Center team members who make health and wellness a priority in their lives.” 

Winners were chosen from the Metro Detroit area based on the number of global employees.  The Center took honors in the 5-99 employee category.


The project was sponsored by Priority Health; data was collected by Indianapolis-based Healthiest Employer LLC. Crain's Detroit Business and MiBiz produced this promotional supplement as media sponsors of the project.

Matt Chope Shares Values at Youth Diversity Symposium

 On November 9, 2012 Matt offered his thoughts on what it means to leave a Legacy of Value.  Through discussion and a hands-on exercise students explored their true life values.   Matt helped them look inside themselves to determine who they are and where they stand today.  A value Matt takes to heart and practices throughout both his personal and professional lives.

This year’s symposium, "Millennials Creating a Legacy", focused on global issues that the millennial generation face and the legacy that they hope to leave behind for future generations.

The Youth Diversity Symposium is an annual event developed by the Southfield Community Foundation and is being helped in partnership with the Council of Michigan Foundation in 2012.  The event offers a diverse base of youth from the metro Detroit area an opportunity to interact with each other and engage in learning activities centered on social issues and philanthropy. 

Kacy Wyman & Justin Bieber: Make-A-Wish 2012

 To suggest that Thanksgiving 2012 was a special time would be a gross understatement.  Rather than stuffing ourselves with turkey and watching the Detroit Lions somehow lose another game (I digress), my family packed up to travel to Montreal to celebrate a Make-A-Wish event granted to my daughter Kacy.  Many of you have read before about the special 10 year old that I get to live with and be inspired by each day.  For those that don’t, Kacy was born with a rare genetic disease called Cystinosis (Sis-Ta-Know-Sis).  [You can read more about Cystinosis at the end….there are too many other exciting parts to this story to get detracted by the details of the disease – and besides that’s how Kacy chooses to live each day.]

On Thanksgiving morning we (Kacy, my wife Jen, son Matt home from The University of Kansas and son Jack) were picked up by a stretch limousine for our trip to the airport.  It was early, but the excitement of what was to come took away most of the sleepiness.  Now you know that a trip to the airport isn’t always without hiccups or delays….but after a short weather delay we were off to Montreal for 5 days.  Our trip would be capped off by meeting and seeing JUSTIN BIEBER in concert.  In case you are not into current pop music, think Elvis Presley, Michael Jackson, or perhaps Madonna during your youth.  Yep – he is that big – the current king of pop and the love of many young girls (and some older ones based on the reactions during the concert).

Our family spent the initial days visiting Montreal’s sites like the Bio Dome, IMAX theatre, and many fine restaurants (we even visited some not so fine ones).  We walked the city for miles – laughed a lot – got some exercise in – even got our share of sleep.  Kacy would have been fine staying in the hotel pool every waking hour – it’s one of her favorite things to do.

The Big Day

Monday was the BIG day – the day to meet JUSTIN.  Needless to say, Kacy was excited from the moment she woke up.  She began planning her day – her hair – nails - the outfit (you can’t wear just anything you know) and planning what she might say when she met JUSTIN.

Our directions were to be in the hotel lobby at 3:45PM sharp….Kacy was ready by 1PM….and at 3:30 we made our first steps to the evening’s event.  Once again we were greeted by a very friendly limousine driver who escorted us to the limo for the short drive.  Because we were early (their dad is a planner) the driver paraded us around town for a bit to give us a Hollywood experience.  While they may not admit it, Matt (18) and Jack (17) especially liked the attention.

As we approached the Bell Center, the location of the concert, crowds had already gathered and they wondered could it be JUSTIN in the limousine?  My son Matt, who has a slight resemblance to JUSTIN (if he shaved and was 5 inches shorter), decided to have some fun with the crowd.  Wearing his hat pulled down and cracking the window just enough for the mob of young girls to catch a glimpse he started waving.  At one point a group of girls began screaming as they raced to catch the limo.  I am not sure what would have happened if they had caught us!

As we found the entrance and got out of the limo we began to feel the “hugeness” of the JUSTIN phenomenon.  Girls started taking pictures of Matt until they finally realized he was much too tall to be JUSTIN – but we had fun with it anyway!

The Biebs

After standing in line to get our tickets at Will Call, we were escorted (really whisked) to the front of the line to go in the special door.  We were greeted by Justin’s manager Kenny.  For those that have seen the JUSTIN BIEBER movie – you would recognize him.  Kenny was a very unassuming and friendly man who treated us like his guests.  From there we were lead through the back hallways of the stadium…..past masses of people just hoping to catch a glimpse of JUSTIN.  As we walked by the crowds, I knew people were wondering, “Who are they? Are they famous? Why do they get to go back there?”  On our trip back stage we witnessed the massive amounts of equipment that the Bieber tour travels with - it was truly astonishing – who coordinates all of that? (sorry you are getting the story through a middle aged man’s perspective not Kacy’s)

Our back stage travels ended in a make shift greeting room – this is the place that Kacy would meet JUSTIN – can you feel the excitement!?  As you might imagine, you don’t get to walk in and see the star right away, some waiting is to be expected.  We just didn’t know if it would be 10 minutes or one hour before JUSTIN came in.

As Kacy waited, somewhat patiently, for JUSTIN to arrive she periodically tip toed to the room entrance to see if he was in sight.  At one point she sat down and said, “I just know my face is going to be as red as a heart.” Kacy was definitely excited…..and nervous. Then, the waiting was over; JUSTIN BIEBER arrived into our room!

The Moment

JUSTIN arrived carrying his young brother in his arms. I thought Kacy might have seen a ghost, her face was so white – not the red she was thinking (that did come later though).  JUSTIN immediately sat down between her and one other girl receiving a Make-A-Wish event (Berkeley from London, Ontario).  Justin asked their names – what they liked to do – and gave out some hugs.  The next 10-15 minutes (I think – time kind of stood still) were filled with exchanging gifts and lots of picture taking.  Kacy, wearing an “I Love Justin” t-shirt had another shirt made for JUSTIN that said I Love Kacy (I bet he hasn’t taken it off yet!).  Ok – he wasn’t really interested in putting the shirt on – he has an image to uphold – I get it.  JUSTIN’s team provided the girls with gift bags of their own containing a shirt, photos and other Bieb items – needless to say they were a big hit.

The girls snuck in a few more hugs and then it was time for the star to get ready for his concert. The VIP treatment continued as Kenny escorted us back stage and we entered the front of the stadium – row 6 to be exact. We settled into our seats and quickly put in ear plugs – we being the parents – Kacy and Berkley figured they could go to the stage for an even better view and no way were they going to drown out any of the noise … er I mean music.  As an aside – I never imagined just how loud 40,000 screaming girls could be – let’s say for some of us the ear plugs were necessary.  As you might expect, the concert was a huge hit and Kacy never sat down once.  Watching her smile during the concert was worth any potential permanent hearing loss!

The Memories

Our entire family cannot express our thanks enough to the Make-A-Wish Foundation and their dedicated volunteers.  From their first visit to ask Kacy what she might want for her Wish, to taking care of every detail to ensure a spectacular experience, they were true angels. 

We have been back home for almost a week now and the residual smile from the JUSTIN experience is still plastered on Kacy’s face.  A Wish cannot cure Cystinosis or any other disease – but it certainly impacted Kacy as well as all of us that continue to be inspired by her.

About Cystinosis
Cystinosis is a rare disease that is typically diagnosed prior to age 2. Cystinosis is a genetic metabolic disease that causes an amino acid, cystine, to accumulate in various organs of the body. Cystine crystals accumulate in the kidneys, eyes, liver, muscles, pancreas, brain, and white blood cells. Without specific treatment, children with cystinosis develop end stage kidney failure at approximately age nine. Cystinosis also causes complications in other organs of the body. The complications include muscle wasting, difficulty swallowing, diabetes, and hypothyroidism. It is estimated that at least 2,000 individuals worldwide have cystinosis, though exact numbers are difficult to obtain because the disease is often undiagnosed and/ or misdiagnosed.

For more information visit www.KacyWyman.com or www.cystinosis.org

About Make-A-Wish Michigan

Make-A-Wish Michigan grants the wishes of children with life-threatening medical conditions to enrich the human experience with hope, strength and joy.

Since 1984, Make-A-Wish Michigan has granted wishes to more than 7,000 special children in Michigan. Of each dollar spent, 80 cents goes directly to granting wishes for children with life-threatening medical conditions. Funding comes from individual contributors, special events, corporate donations and sponsorships, foundation grants, workplace giving programs and planned gifts. These wishes would not be realized without the dedication and support of the volunteers, donors, and staff, as well as exceptional leadership from the Board of Directors. For more information visit www.wishmich.org

Sandy Adams Appointed to PFES Board

 Carrying on a proud Center legacy, Sandy Adams was recently appointed to the Board of Personal Financial Education Services, an Ann Arbor based non-profit organization with a mission of promoting personal financial education in Michigan and beyond and to empower youth and adults to build more stable financial futures through financial education.  The organization was founded in 2006 and continues to focus on developing a variety of programs, tools and resources to serve educators and individuals in their personal financial education pursuits.

Sandy fills a seat on the PFES Board left by Center partner, Marilyn Gunther, one of the original board members of the organization.  Center for Financial Planning, Inc. continues to support the financial planning community with the goal of personal financial education for clients, families, and the community at large.