Asset Planning, Inc Blog

The latest from the team.
Font size: +
1 minute reading time (78 words)

API Ice Cream Event

imagejpeg 0 web

We would like to say thank you to everyone who came out to help us celebrate National Ice Cream month at our ice cream event last week. We all had a great time and truly enjoy events where we're able to relax and have some fun with our clients. I have some great pictures of everyone and will be posting them on our Facebook page.

I look forward to seeing you all at our next one!

Sandy

 

×
Stay Informed

When you subscribe to the blog, we will send you an e-mail when there are new updates on the site so you wouldn't miss them.

Block Those Annoying Robocalls
Asset Planning is recognized in Financial Advisor ...

Search Blogs Module

Wait a minute, while we are rendering the calendar
family members prescription eyeglasses September 9 April 15 October 1 2020. Retirement Contribution Limits stock pile ice cream event policy DNA test kits gap insurance FSA jury duty phishing sites chip-enabled EMV cards retirement planning ice cream Medicare Advantage retirement accounts tax season contribution limit Social Security Administration February 14 Shred paperwork text messages June 29 president Trump FEMA website IRS 23 andme Facebook profile National Ice Cream month media accounts estate planning Medicare plan credit card fraud 70 1/2. earthquake app April 18 2017. business hours pets TD Ameritrade home security fees July 4 padlock increase Social Security Open Enrollment borrowing money information Facebook phishing scams Part B credit cards years records retirement plans 2018 IRA contributions flash drive trustee 401K Auto insurance portal wells Fargo Coronavirus Aid home mortgages breach student loans tax deadlines opt-out life saver Financial Planning Magazine Erin Nelsen credit monitoring service home break-ins paperwork clutter documents 900 number cell phone carriers Victor Dergunov Part D premiums . spam phone Orange County Superior Court operations manager cell phone carriers offer stimulus package pet donation drive water … assets tax filing deadlines credit freeze Medicare Part B cell phone provider tax records information birth certificates summer holidays approach pet industry donation counts 20 year anniversary asset Planning executive order Flexible Spending Account checklists company spring cleaning official certification phone client portal Roth IRA Puerto Rico house sitter https :// July weekend interest rates July 6 toilet paper Supplemental Security Income D premiums Fox News story markets identity theft memorial Day weekend partner /owner Notary Public account numbers “ skimmer ”. vacation home emergency kit CARES Act Ice Cream Social Healthcare Asset Planning Legal robocalls hurricane Dorian scams CERTIFIED FINANCIAL PLANNER exam Expired medications blog post home clone counterfeits Brexit vote Affordable Care Act cell phones interest disaster areas fun facts credit score integral member notary services 2017 IRA contributions app people medications Open House relief efforts payments Joey Gonzales team members Economic Security money 4 pm -8pm clients show support estate planning direction settlement options illiegal robocallers cell phone service provider cell phone SIM swap scam rescue organizations Federal Trade Commission website self-help topics January 10 consumer spending July 3 rd 2017 TD Ameritrade National LINC Conference IRS deadline privacy settings credit card company tax returns Wells Fargo employees check lists parking spots CA FTB https ://seekingalpha Medicare question email notifications Medicare card reader earnings fallout car loans insurance policies pet vision screening California Lions Friends CFP ® drive /usb paper records Kraig Mathias offering insurance EEChecklist-Kits.pdf stockpilingchecklist.pdf web address September 30 2020. tax deadline spread items Wells Fargo customers banking health care costs fun atmosphere Kiplinger Letter clients phone companies coronavirus pet supplies news coverage health care services estate Labor Day retirement privacy notices driver license insurance policy emergency folder Two-Step Verification market turmoil Charles Schwab Treasury Department investment statements identity thieves 2017 Equifax breach September 8 trust IRA accounts Amazon Orange County non-prescripstion sunglasses ID card debt April 11 bottom line home emergency preparedness kits COVID -19 virus Mobile Banking Security Tips Medicare Part B premiums VOIP landline phones donation items emergency kit emergency kits Independence Day