As we continue to navigate the uncertainties of the world we are currently living in, we have a few updates we would like to make you aware of. We enjoy spending time with all of you and we know many of you look forward to our events and have the date saved for months. We are still unsure if our events will be held this year, but we do have an update or two.
Many of you have saved the date for our annual American Funds Shareholder Meeting at the William Penn Inn on Monday, September 14th. At this time, we have postponed this event. We have been in communication with our speaker, Mark Threlfall from American Funds, and we are all still hopeful that we will be able to hold this event this year. Things may look different and we may have limits on attendance, but we hope to still hold our TENTH annual shareholder meeting with American Funds. Keep an eye out for more information!
We know many of you have Saturday, October 31st saved for our annual client event at Bird-in-Hand. At this point, our seats are saved, and we are still planning on holding this much-loved event. We will continue to keep you posted, but in the meantime, keep the date saved!
In addition to our events, we always enjoy hearing from you and keeping the lines of communication open. With our office still closed to the public, feel free to pick up the phone to reach out at any time. If you are unable to reach us at our office, please feel free to reach out to our associates at Financial Strategies Advisory in Montgomeryville at 215-997-5700. Most days, you will be greeted by Nicole’s friendly, familiar voice. In addition to talking over the phone, and email, Doug can conduct reviews over Zoom. If this is something you are interested in, please reach out to schedule a meeting.
As we continue to practice physical distancing, we look forward to when we can join together again. Until then, we will continue to keep the lines of communication open by sending weekly emails. In the meantime, if there is anything you need from us, please feel free to reach out.