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


Medicare: Traveling Abroad is Not Covered
Equifax Breach... Were You Affected?

Search Blogs Module

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