Asset Planning, Inc Blog

The latest from the team.

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

 

Continue reading
  524 Hits
524 Hits

Search Blogs Module

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