Calendar of Events

Please take the time to become acquainted with the events that are expected to occur over the many years that we hope to be together.  Some tasks require action on your part, and we will contact you by email as required.  Some tasks you must initiate on your own, and it is important that you do so.  An example of this would be if your job is at risk.  We need to know this, as we will probably need to increase your cash, and possibly reassess your volatility tolerance for your portfolio.  You may wish to put these events as they pertain to you below on your personal calendar as a double check, as email is not always 100% reliable.

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