LAKESHORE FINANCIAL PLANNING QUARTERLY NEWSLETTER
3rd Quarter 2023
It’s back to school time!
IN THIS ISSUE The Big Picture with Jeff Brayton
2-3
All five of us are advocates of learning
Book Recommendation
3
Quote of the Quarter
3
and continuous improvement.
Financial Planning with Mark Romin
4-5
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
If you’re interested in money basics and feeling better about the world we live in, we recommend these two podcasts:
Money Guy Show
Founded and hosted by Brian Preston
What Could Go Right?
The Progress Network with Zachary Karabell and Emma Varvaloucas Happy listening & learning!
Sarah Rangstrom-Client Operations Associate
23201 Jefferson Avenue St. Clair Shores, MI 48080 (586) 498-0788 lakeshorefinancialplanning.com