1 minute reading time (86 words)

Thank You! Thank you! Thank You!

Wow, is all we can say! We were blown away by how many clients were able to make it to our Ice Cream Social this year. This is truly one of our favorite events of the year because we get to see our clients out of the office in a fun atmosphere all while eating delicious ice cream. Here are some pictures from the Ice Cream Social. If you weren't able to make it this year, we hope to see you at the next one!

Pic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 webPic 44 web

 

Equifax Breach... Were You Affected?

Search Blogs Module

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