Asset Planning, Inc Blog

The latest from the team.

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


Continue reading
  848 Hits

Search Blogs Module

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