LAKESHORE FINANCIAL PLANNING QUARTERLY NEWSLETTER
IN THIS ISSUE The Big Picture with Jeff Brayton
2-3
Financial Planning with Mark Romin
4-5
Book Recommendation
5
Quote of the Quarter
5
Office News and Events
6
Team Updates
7
Jeff Brayton-Senior Advisor Mark Romin, CFP®-Senior Advisor Pat Johnson-Chief Compliance Officer Tina Houle-Client Service Associate Sarah Rangstrom-Client Operations Associate
1st Quarter 2024
You’re Invited to An ECONOMIC UPDATE
Join us for a detailed discussion regarding current economic and market conditions, and the implications for your investments. Date: Thursday, February 22nd 10:00-11:00am Zoom Call Instructions to follow 5:30-7:00pm Live Meeting Assumption Cultural Center 21800 Marter Rd. St. Clair Shores, MI 48080 Please call Tina @ 586-498-0788 if you plan to attend our live session.
23201 Jefferson Avenue St. Clair Shores, MI 48080 (586) 498-0788 lakeshorefinancialplanning.com