When we look back at past issues of our newsletter, it is clear that people enjoy reading this article. But in these uncertain times, I have struggled with what to write.
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 unsure if our future events will be held this year, but all we can do is keep the dates saved and hope for the best! As a reminder, here are the dates of the events we have on the calendar:
- Monday, September 14th we will be having our annual American Funds Shareholder Meeting at the William Penn Inn
- Saturday, October 31st is our 10th Annual Client Event at Bird-in-Hand Restaurant and Stage
In addition to our events, this time of year is usually busy at the office with annual reviews. Since our office is closed to the public, this looks quite different from past years, but if you would still like to review your accounts, we are offering phone reviews. The first step is to call or email us for an appointment. We will send you a report and agenda ahead of time and the review takes about an hour as we cover all the usual topics as well as answer your planning questions. If this is something you are interested in, just let us know!
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.