We successfully raised $15,000 with our Annual Gail Moreno Golf Tournament with the proceeds being donated to Breast Cancer Angels! Thank you to all of our sponsors and everyone who participated in the tournament!
In late January, Sandy flew to Florida to attend the ETF Conference and Carol attended the annual TD Ameritrade Conference in San Diego. These conferences help us to stay on top of the latest trends and connect with other advisors and professionals.
One more piece of news: Asset Planning will not send out money with an email request. Please call the office to request funds. If you do send an email, our office will call you to confirm the request. This is due to hackers sending email requests for funds using client information. Phone verification allows us to protect you and your funds.