Our Calendar

Please be advised:

Gerry’s normal office hours are Monday through Friday 9am – 5pm. Other hours may be available by special appointment only. A member of our office staff is usually available Monday through Friday.

MARK YOUR CALENDARS

January 1^st Happy New Year! Start your year off by knowing your  '”Ideal Financial Future" is on track. Give us a call for your review.

January 18^th  Martin Luther King, Jr.'s Birthday (Observed) – Office closed

February 14^th  Happy Valentine's Day!



February 15^th  President's Day (Observed) – Office closed

March 14^th    Daylight Savings Time begins - Move your clocks FORWARD



March 17^th   Happy St. Patrick's Day! Top o’ the morning to you! Watch out for the "Lil" People!

March 24^th  Board meeting

March 25^th  Lunch & Learn – Topic: Roth IRA Conversion

April 1^st  April Fool’s Day - Life has a way of lots of surprises…don't be fooled! Plan & review your finances every year.

April 2^nd Good Friday



April 4^th  Hoppy Easter! Don't let Bugs (Bunny) bite!

April 22^nd  Lunch & Learn – Topic: Estate Planning Basics

May 9^th  Happy Mother’s Day! Where would man be today without a Mother?



May 23^rd  Happy Birthday to my darling wife, Peggy!

May 26^th   Lunch & Learn – Topic: Retirement Planning Basics

May 28^th  Last Day of School - Pondo Graduation…Congratulations!



May 31^st  Memorial Day- In memory of all the brave men and women who have given everything for the benefit of many…THANKS! – Office closed

June 2^nd - 9^th  We are out of town for a Compliance Meeting – Office closed



June 20^th  Happy Fathers Day!  GO DAD!

June 26^th  Seminar - Topic: Imagine Your Life Without Limits - Retirement Preparation Workshop - Although everyone that attends will get a lot out of this workshop, those that will benefit the most are those that are 5-6 years prior to retirement through those whom have retired in the past 18-24 months. We will discuss 4 areas of preparation: Physical, Mental Spiritual, and Financial. Call our office to find out the closest location to you. 530.677.6211

July 4^th  Independence Day – Office closed

July 12^th - 16^th Gerry is out of the office

July 22^nd  Seminar - Topic: Prudential and The Red Zone - Retirement Preparation Workshop - The Retirement Red Zone is the critical years before and after you retire. It's a time when even short-term portfolio losses can have negative long-term effects on your retirement income. Learn how to protect yourself. Call our office to find out the closest location to you. 530.677.6211

August 1^st - 8^th Gerry is out of the office

August 26^th   Lunch & Learn – Topic: College Planning

September 6^th  Labor Day – Office closed

September 23^rd  Lunch & Learn – Topic: Investment Basics

October 11^th  Columbus Day (Observed) – Office closed

October 21^st  Lunch & Learn – Topic: Planning for Long Term Care

October  31^st   Happy Halloween - Be safe and have fun !



November 1^st  Time to start thinking of year-end Tax Planning.

November  2^nd  Please get out & VOTE for your favorite person or issue!

November 7^th  Daylight Saving Time ends – Turn your clocks BACK

November 11^th  Veterans Day

November  22^nd -  28^th  Thanksgiving – Office closed

I am very thankful for all those that have blessed my family's life, and have trusted us with their financial needs over the past 34 years. THANK YOU!!!

December 5^th  Happy Anniversary, Peg  & Thank you for 39 wonderful years!

December 7^th  Pearl Harbor Day- A day that will, and has lived in our memories forever.

Dec. 18^th – 31^st – Office closed

HAPPY HOLIDAYS TO ALL - THANKS FOR ANOTHER GREAT YEAR! May you and your family have a Happy Holiday and may you be blessed in the coming year.   If you need to do a trade immediately please call Securities America, Inc. at 800-747-6111.

 

If it has been a year or longer since you have been in to review your financial goals & portfolios, call 530-677-6211 for you annual checkup now! Just like a doctor, only through an annual physical can he find out about any changes that may have occurred. We know that the market changes, your tolerance to risk may change, your goals may change, etc. We can help you identify any financial needs that may have changed as well. Let's try to catch the small things that might make a big difference in the end. 



Securities offered through Securities America, Inc., member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc. Commonwealth Financial Services Inc. is not an affiliated entity of the Securities America companies.