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Olga Featured in Scholarship America Article

Olga Featured in Scholarship America Article

by newcente | Jun 20, 2019 | Blog, Family Focus, Firm Events, In The News, Uncategorized, What's New

June 20, 2019. By Ashley Agnew. As our work increasingly involves engaging with the next generation as they prepare for, enter, experience, and exit college, we have conducted extensive research into ways to help these young adults build sound financial habits. Our...
Shred Day: The Disposal of Sensitive Documents

Shred Day: The Disposal of Sensitive Documents

by newcente | May 21, 2019 | Blog, Firm Events, Uncategorized, What's New

May 21, 2019 by Ashley Agnew: With tax season behind us and Spring upon us, the urge to tidy up is ever present. To assist in the process, we recently hosted a Secure Shred day on May 10th at the Centerpoint office. At the event, clients were able to properly dispose...
Olga Okaty Named Principal at Centerpoint Advisors

Olga Okaty Named Principal at Centerpoint Advisors

by newcente | May 15, 2019 | Blog, Financial Planning, Firm Events, In The News, Uncategorized, What's New

May 15, 2019. By Ashley Agnew: We are pleased to announce that Olga Okaty CFP ®, has been elevated to the rank of Principal at Centerpoint Advisors. An experienced member of the team, Olga has been instrumental in building out the financial planning division of the...
Pre and Post-Sale Wealth Planning Strategies

Pre and Post-Sale Wealth Planning Strategies

by newcente | Apr 4, 2019 | Blog, Business Planning, Financial Planning, Firm Events, In The News, Uncategorized, What's New

April 4, 2019. By Jennifer Wolfsberg: In the past five years, Centerpoint has become increasingly involved with helping clients through the processes involved with business sales and like transactions. In our relationships with these entrepreneurial spirited clients,...
Ashley Agnew Volunteers at Gifts to Give

Ashley Agnew Volunteers at Gifts to Give

by newcente | Mar 14, 2019 | Blog, Family Focus, Firm Events, Uncategorized, What's New

March 14, 2019. By Ashley Agnew: With Spring just around the corner (or at least it seems to be with my begging for its appearance), spring cleaning has begun at the Agnew household. In our home this includes the all-to-familiar task of emptying out the closets and...
Anthony Norris Volunteers at Bryant University

Anthony Norris Volunteers at Bryant University

by newcente | Feb 8, 2019 | Blog, Firm Events, Uncategorized, What's New

February 6, 2019. By Anthony Norris: To start off 2019’s year of giving, I elected to volunteer as a judge at Bryant University’s IDEA (Innovation and Design Experience for All) competition at the recommendation of my colleague and Bryant Alumna, Ashley Agnew. The...
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