Just a quick note to remind all of you that the U.S. financial markets are closed tomorrow, Friday, in observance of Good Friday.  Our offices will be closed as well and be back open on Monday morning for business as usual.  We wish you and your family a very Blessed Easter weekend!

Quarterly Review Meetings:

We will continue to offer all of you an individual meeting this quarter, either in person, or by phone.  If you have not yet scheduled your personal review time, and desire to do so, please call now to reserve a day and time that best fits your schedule.

Schedule for Online Training Sessions:

There are still openings for our upcoming training sessions for accessing your account information online and review of all the data that is available to you regarding your account.  We encourage you to bring your laptop, iPad, or any device that you will use to access your account information.  These sessions will provide you with a complete overview of the online information and also ample time for questions.  Call now to reserve your spot as seating is limited.  The available dates and times are:

  • Thursday, April 4th: 10:00AM
  • Tuesday, April 9th: 3:00PM
  • Wednesday, April 10th: 4:00PM
  • Friday, April 12th: 10:00AM