TPC Team News

NancyNancy’s Retirement:

After 48 years of practicing, the last 11 with The Planning Center, we wish to congratulate Nancy Gruenhagen on her upcoming retirement.  She is looking forward to visiting family and spending more time traveling.  Thank you Nancy for your years of service.

 


Anina’s Wedding:

Congratulations to Anina De Tommaso, FPQP™ on her recent wedding.  Grateful the Chicago team was able to celebrate with her. 

 


TPC Team Education & Training

 

 

Andrew Sivertsen, CFP®, EA, CeFT® completed his Enrolled Agent Designation. An EA is the highest credential awarded by the IRS. Congratulations Andrew!

 

H. Jude Boudreaux, CFP® completed his Global Financial Planning program and is now a GFP. This achievement will help Jude to work with international and cross-border clients in the US and beyond. Congratulations Jude!

 

 

Andy Baxley, CFP®, CIMA® has recently been accepted into a PhD program! Congratulations Andy!

 

Cicily Maton, CFP®, CeFT® and H. Jude Boudreaux, CFP® recently attended the Longevity Summit in Coronado, CA. Jude spoke on the pitfalls to avoid when retiring overseas to help support clients with global retirement plans.