Center team members Sandra Adams CFP®, Matthew Chope CFP® and Timothy Wyman CFP®, JD received recognition by Five Star Professional in the June 2012 issue of Hour Detroit magazine. They were named to the 2012 Five Star Wealth Managers list, a select group of wealth managers in the Detroit area. Congratulations – Sandy, Matt, and Tim.
Kacy Wyman Fun Run Recap & Thanks!
The weather was fantastic May 6th, 2012 for the 6th Annual Cystinosis Fun Run. With the sun shining, people and pooches gathered to support Kacy Wyman, who continues her journey with Cystinosis, for a 5K Fun Run, Walk and Bike event. More than 300 people participated raising over $20,000!
"Our gratitude is immeasurable for the amount of support we have received and continue to receive," says Tim Wyman. "The Fun Run is just one example of that support."
The Detroit Free Press ran an article May 13th, 2012 about the event and Kacy's journey. Click here to read.
You LIKE, We Pay!
In honor of the 6th Annual Cystinosis Fun Run for TEAM KACY on May 6th, The Center will donate $1 for each person who likes our Facebook page or follows us on Twitter. This is in addition to our overall support of the event.
All you have to do is LIKE and we pay.
Please make us pay and keep up with our ongoing activities by clicking on the Facebook and Twitter icons below. We encourage you to share this with your friends!
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Health and Wellness in April
With April showers in mind, The Center held a Parking Spot Raffle the last week in March. The winner of the raffle received the right to park in the reserved (and very close) spots for the rainy month of April. And those lucky winners were….Brenda Spencer and Tim Wyman! Proceeds from the raffle went to benefit the Epilepsy Foundation of Michigan.
Tuesday Tennies continue to roll as we lace up our tennis in our quest for a healthier lifestyle. It’s a fantastic way to smell the flowers and enjoy our beautiful surroundings. You’ll find our business neighbors circling the grounds as well!
Strawberry Shortcake for everyone! For the price of a small donation we gobbled up this delicious goodie for our Thursday Treat this past week. In our effort to strive for a healthier version we used angel food cake, fresh cut strawberries and fat-free whip cream…Yum! Donations went to the Cystinosis Research Network.
Our Center initiatives and efforts have been noticed recently. Look hard and you'll find a few Center team members pictured throughout Blue Cross Blue Shield's Annual Report.
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Julie and Sandy Help Spread Financial Literacy
Teaching kids about responsible budgeting sounds about as easy as herding cats, but the Center for Financial Planning’s own Sandy Adams and Julie Hall gave it their best shot … with some amazing results.Partnering with the non-profit organization Junior Achievement, a group aiming to spread financial literacy skills to students from grades K-12 across the country, Sandy and Julie brought in a group of 8th graders from Detroit’s Burton International School. The day was dedicated to teaching the kids about personal finances in a very hands-on way.
Students were encouraged to save money each month rather than spending it all. Many took saving very seriously, making frugal choices.
One child specifically said, “I want to make sure I can save a lot of money at the end of the month,” and was able to make a sizeable monthly (relative to income) charitable contribution as well.
Julie says she left wishing she had experienced a field trip like that when she was a child. “Financial planning can and should begin at an early age so that our children are better prepared to handle their finances effectively in the future.”
Healthcare Forecast Breakfast
The Center’s health and wellness initiatives were recently recognized at a Healthcare Forecast Breakfast sponsored by the Birmingham Bloomfield Chamber of Commerce.
Center Operations Manager Gregg Bloomfield was one of three panelists leading the healthcare and wellness discussion. Panel members provided insights on how health care reform and wellness and employee benefit programs are shaping business today.
After the event, Gregg commented, “Small businesses have particular challenges and opportunities in the area of employee healthcare. I was pleased to share with this audience the inspiring results of our in-house health and wellness program.
The Center team leadership has worked very effectively with our community partners -- American Heart Association and Blue Care Network – to improve overall wellness at our workplace.”
Center team members and friends in attendance included: Sandy Adams, Gerri Harmer, Marilynn Levin, Laurie Renchik, Kimberly Wyman and Troy Wyman.
2012 Cystinosis Fun Run/Walk
On May 6th we will hold the 6th Annual Cystinosis Fun Run/Walk in honor of our daughter, Kacy Wyman. In the past we have had over 300 walkers and runners support the event and Kacy. We understand that there are many worthy causes and feel very fortunate that so many have chosen to support Kacy’s cause in the past – and appreciate you considering a financial contribution for our May 6th event. All proceeds benefit Cystinosis Research Network. CRN is an all-volunteer, non-profit 501(c)(3) organization. The CRN Federal Tax ID# is 04-3323789.
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Thanks to 37 pills a day, eye drops 8-10 times per day and 7 liters of water Kacy’s condition is stable – but we need a cure. Your financial support is making a difference in Kacy’s life and all of the children enduring this rare disease called Cystinosis (Sis-ta-know-sis). Your support drives research and gives us hope that a cure will be found during Kacy’s lifetime. Thank you again for considering.
With Love & Gratitude,
Tim & Jen Wyman
Checks should be made payable and sent to:
Cystinosis Research Network
c/o Center for Financial Planning, Inc.
40 Oak Hollow Street, Suite 125
Southfield, MI 48033
Aging in Lansing
Sandy Adams and Laurie Renchik weren’t seeking the fountain of youth on a recent trip to Lansing, rather they went in search of important information on aging. The two met with State of Michigan officials in the Office of Services to the Aging (OSA). As representatives for the MI Financial Planning Association (FPA), Sandy and Laurie were fact-finding in a couple of key areas:
Talking about senior financial fraud and abuse issues
- Learning how the Government Relations Committee of Michigan’s FPA can support legislation designed to protect seniors from financial fraud and abuse
- Exploring what non-legislative opportunities exist to assist OSA staff and their senior resource hotline
Finding out what our State Agencies know about the FPA, the financial planning profession and the Certified Financial Planner™ designation (CFP®)
- The meeting helped Sandy and Laurie understand the opportunity to provide education about licensing and the meaning of credentials advisors use in the financial planning industry
- We also provided Michigan OSA officials with information about the full extent of the relationships and services we provide to our clients
Sandy found the trip was very enlightening. “I feel good knowing that we started the process of educating the OSA about our industry and that we will be providing important input to them as they propose and support legislation to protect seniors in our state.”
Laurie agreed that the trip was an eye-opener. “The dialogue was open and confirmed that we can be a resource to elected officials, state government and the citizens of Michigan.” She added that it takes a collaborative effort to understand how everyone can work together to protect at-risk seniors from financial fraud and abuse.
Governor Delivers Bright Forecast
Calling for the people of Michigan to take “relentless positive action,” Governor Rick Snyder delivered the keynote address for the Birmingham Bloomfield Chamber’s Annual Government Forecast. Five Center team members and their guests were on hand, along with about 300 attendees to hear Governor Snyder share an inspiring and positive message that focused on common-sense solutions for Michigan’s future and politics.
Instead of putting the focus on divisive issues, he wants to find ways, during times of economic unrest, to move the state and its economy forward. After Governor Synder delivered his “the year of Good Government” themed message, attendees had ample opportunity to participate in a lively question and answer period. Please visit Birmingham Patch for additional event highlights and news.
Center team members in attendance were Tim Wyman, Laurie Renchik, Dan Boyce, Melissa Joy and Troy Wyman.
Sandy Adams Appointed to the Wayne State University Institute of Gerontology’s Board of Visitors
Sandy Adams was recently appointed to the Board of Visitors for the Institute of Gerontology (IOG) at Wayne State University. Sandy, who also serves on the Legal and Financial Advisory committee for the IOG, has served as the liaison to the Board of Visitors for the last two years. “I am very excited to be involved with the Institute of Gerontology through the Board of Visitors to assist in further research, outreach and advocacy for older adults,” Sandy expressed, of her recent appointment.
The Board of Visitors is a selected group of individuals with a commitment to and support of the mission of the Institute of Gerontology at Wayne State University. They serve the IOG on a volunteer basis by assisting in fundraising activities, providing
advisory council to the Director and select staff and by acting as ambassadors in the community. Center for Financial Planning, Inc. continues to be a partner of the Institute of Gerontology,supporting the IOG’s mission to conduct research in the social and behavioral sciences and cognitive neuroscience to issues of aging and urban health. The IOG uses this research to provide further education to the professional community and the public through outreach and professional partnership.