The Center is Presenting Sponsor of 2013 Vine & Dine

Streetside Seafood, one of the participating restaurants of Vine & Dine 2013, does a cooking segment on Fox 2 News. Learn how to make Rockefeller Oysters from the chef of Birmingham's Streetside Seafood. Center for Financial Planning, Inc. is the presenting sponsor of the Birmingham Bloomfield Chamber's Vine & Dine 2013 Gala benefiting Gleaner's Community Food Bank of Southeast Michigan.

Rockefeller Filling - Yield 16 Coated Oysters

Ingredients: 

• .5 # Bacon
• .5 C Spanish onion, fine dice
• 1 ounce Sambuca or Pernod
• 1 C Heavy Cream
• .25 # Spinach (rough chop)
• .5 C Shredded parmesan cheese
• .25 C Italian breadcrumbs
• 1 tsp. Kosher Salt
• .5 tsp Fresh Black Pepper

Directions:

1. In a medium sauce pot, render bacon until slightly crisp. About 5 minutes on medium heat. Add onion and saute until translucent. Flambe with Sambuca. Cook until alcohol burns off.
2. Add heavy cream and bring to a boil.
3. Add chopped spinach, cheese, and breadcrumbs and reduce until slightly thick. About 3-4 minutes. 
4. Place filling on a sheet tray and refrigerate. Once cooled, generously coat each shucked oyster to cover. Top with a little of the parmesan cheese.
5. Place oysters on a baking sheet with topping and cheese and bake in a preheated 400° oven for 5-7 minutes. Place oysters on a serving platter and garnish with a lemon wedge and cocktail fork.

Save the Date: May 5, 2013 Cystinosis Fun Run/Walk

 On May 5^th we will hold the 7^th Annual Cystinosis Fun Run/Walk in honor of 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 5^th 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.

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.

 Checks should be made payable to:
Cystinosis Research Network

Center Holds Medicare Workshops – led by Sandra D. Adams, CFP®

 Over the last month, the Center assisted over 60 clients and friends with Medicare workshops in preparation for Medicare Open Enrollment – October 15 through December 7, 2013.  For those Medicare open enrollment allows for changes to:

• Medicare Part D plans
• Medicare Advantage *
• Medigap Plans  

*Medicare Advantage plans can also be changed from January 1 to February 12, 2012.

The workshops, highlighted changes in the Medicare plan offerings, changes to Medicare due to the Affordable Care Act, and the tools available for individuals to review and analyze their own plans to make the best choices for their specific circumstances.

Given that healthcare costs can exceed $10,000 per year (and over $250,000 lifetime) for a retired couple*,  making the right Medicare choices is critical for retirement success.  In addition to ever-increasing health care costs, Medicare premiums are scheduled to increase, likely at a rate in excess of the 1.7% increase for Social Security.  It is important that during this limited period of time you carefully evaluate your needs and the available plans to make sure that you are in the most appropriate and cost-effective plan for your situation.   You can do your own analysis by using the online tools provided by Medicare or look for the help provided by local senior organizations or independent Medicare consultants. 

Taking the time to find the right plan for you can be financially life changing.  Contact your financial planner at the Center for guidance in making your Medicare elections.

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*Source:  MetLIfe Research Institute.  Links are being provided for information purposes only.  Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors.  Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  The information contained in this report does not purport to be a complete description of the securities, markets, or developments referred to in this material.  The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoiong material is accurate or complete.  Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.  Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.

You're Invited: Navigating Medicare Insurance

 

You're Invited: Maximize Social Security Benefits

 

Center Sponsors 2012 Vine & Dine to Benefit Gleaners Food Bank

 The Center proudly supported the local community and Gleaner’s Community Food Bank of Southeastern Michigan through the celebration of food, wine and art! The 9^th Annual Vine & Dine, hosted by the Birmingham Bloomfield Chamber of Commerce, included an outstanding selection of wines, a strolling buffet featuring fine restaurants and caterers.  

This year's event was held Wednesday September 5^th at the Birmingham Bloomfield Art Center. More than 300 business representatives and residents in Beverly Hills, Bingham Farms, Birmingham, Bloomfield Hills, Bloomfield Township and Franklin attended.

Gleaners Community Food Bank provides surplus donated and low cost food and related personal care products to people in need in southeastern Michigan. For more information about Gleaner's Community Food Bank of Southeastern Michigan, please visit their website at: www.gcfb.org 

Household Downsizing

 

WHAT: A program designed to help retirees and their loved ones navigate the very emotional and personal process of household downsizing. FOR: Retirees and those involved in the logistics of downsizing WHEN: Wednesday, August 8, 2012 5:30 pm - 7:00 pm WHERE: Bloomfield Twp Public Library 1099 Lone Pine Road, Bloomfield Hills, MI 48302 www.btpl.org SPEAKER: Cathy Lysack, Ph.D Deputy Director of the Institute of Gerontology (IOG) Dr. Lysack's areas of expertise include aging, rehabilitation and mobility disabilities. "Downsizing Possessions for Residential Moves Later in Life" is among her most recent studies. RSVP: Gerri Harmer at (248) 948-7900 or Gerri.Harmer@CenterFinPlan.com

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.

Clients and Friends: Please Join Us

WHAT: 2012 Financial Planning & Investment Opportunities FOR: Clients and Friends of The Center Clients are encouraged to bring a guest WHEN: Offered at two convenient times. Please choose which time works best for you! Tuesday, February 14th, 10:30 am - noon Wednesday, February 15th, 7:00 pm - 8:30 pm WHERE: Bloomfield Twp Public Library 1099 Lone Pine Road, Bloomfield Hills, MI 48302 www.btpl.org CONTACT INFORMATION: Gerri Harmer at (248) 948-7900 or Gerri.Harmer@CenterFinPlan.com www.CenterFinPlan.com

Register Online Now! Register for: Tuesday, February 14th Register for: Wednesday, February 15th

"Financial Gerontology - Everything Changes with Age"

On June 30, 2011 Sandy Adams lead a breakout session at the MACPA's Annual Management  Information & Business Show held at the Suburban Collection Showplace in Novi, MI.   Participants included over 100 Michigan CPA's interested in learning more about the challenges and concerns in advising Aging clients.

The Michigan Association of Public Accountants (MACPA) is a professional organization that provides education, information, tools and resources to nearly 18,000 members around the state.