2024 1st quarter newsletter

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LAKESHORE FINANCIAL PLANNING QUARTERLY NEWSLETTER

IN THIS ISSUE The Big Picture with Jeff Brayton

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Financial Planning with Mark Romin

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Book Recommendation

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Quote of the Quarter

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Office News and Events

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Team Updates

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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


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