How to Monitor Your Investments
By Matt Mercer, Operations Manager If you’re a client of The Planning Center, and we
TPC Technology: Secure Electronic Contribution and Distribution of Funds
By Matt Mercer, Operations Manager With a continued focus of sharing more about our technology
Top Three Ways TPC’s Team Approach Benefits Our Clients
As you probably know, The Planning Center family has grown significantly in recent years. We
We Are All in This Together
By Matthew Sivertsen, CFP®, CeFT® 2020 was quite a year for us all at The
TPC Technology: Zoom – Thankful for Virtual Meetings with TPC Clients
By Matt Mercer, Operations Manager When The Planning Center made the decision to stop in
TPC Technology: Docusign – Making Paperwork More Secure and Efficient
By Matt Mercer, Operations Manager Our clients often ask us, “Why is there so much
