July 2024 Newsletter

Market Update

The economy has proven to be stronger than many people expected in 2024,
thus helping to drive the markets to new all-time highs. This year has been the best start to a presidential election year on record for the S&P 500.

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Client Appreciation – August 15th

We hope you recently received our email invitation to the Client Appreciation Event at Warwick Hills Golf & Country Club.

The event will commence at 6 pm and features a delightful evening of drinks, substantial hors d’oeuvres, and a special dessert presentation. We are honored to have Mike McGrann as our speaker. Mike, a Vice President at the Fidelity Center for Family Engagement, is a renowned thought leader, coach, and consultant.

To give you more insight on the presenters’ focus, take a listen to Sherri’s video.

Click here to RSVP or call our office 810 732-7411.

We look forward to seeing you there!

Don’t Miss Out on Veteran Benefits

If you are a veteran (or a surviving spouse of a veteran), you may be eligible for benefits.

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Staff Spotlight

This month’s spotlight features Kari Harber, our Client Service Lead.

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The Costs of Probate Court

As we continue our estate planning theme in 2024, we thought more information about the costs associated with probate court would be helpful!

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