Sandra C. Field, MBA, CFP®

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

 

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

By accepting you will be accessing a service provided by a third-party external to https://assetplanninginc.com/

Search Blogs Module

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