LAKESHORE FINANCIAL PLANNING QUARTERLY NEWSLETTER
IN THIS ISSUE The Big Picture with Jeff Brayton
2-4
Book Recommendation
4
Quote of the Quarter
4
Financial Planning with Mark Romin
5
Office News and Events
6
Team Updates
7
Jeff Brayton-Senior Advisor
2nd Quarter 2023
You’re Invited to A SHRED EVENT
The “Shred It” truck will be here! Date: Saturday, May 6th 10 a.m. - 12 p.m. Location: Our Parking Lot 23201 Jefferson Avenue St. Clair Shores, 48080
Mark Romin, CFP®-Senior Advisor Pat Johnson-Chief Compliance Officer Tina Houle-Client Service Associate
* The Pink Elephant Cupcake Shop will be open, our treat!
Brennan Ifkovits-Portfolio Analyst
23201 Jefferson Avenue St. Clair Shores, MI 48080 (586) 498-0788 lakeshorefinancialplanning.com