Launching a New Service: Edward’s and Associates Financial Planning, Inc.
Hello and good morning!
Today, we are launching what we believe to be the most valuable service we offer our clients, the ability to simplify their family’s financial life while securing the lifestyle you have sacrificed for. Robert would like for you to take advantage of this new service.
Edward’s and Associates Financial Planning, Inc. will provide you an online Personal Financial Planning organizer. You will have a single personal website, available from your PC, MAC, IPhone, IPad, Tablet….anywhere you are. You will be able to manage your entire financial life down to the mileage and hotel rewards you earn.
Our online financial organizer is only a part of the comprehensive planning you will have at your fingertips:
• Retirement planning updated daily with your account values
• Track accounts managed by different advisors (E*TRADE, Merrill, TD, etc…) all in one place for your convenience
• Education planning
• Debt management
• Risk management ( a list of your insurance contracts, policy #’s, contacts, benefits, premiums)
• Online Vault for document storage (Tax returns, etc…no more mailing docs to us, simply upload)
• Online Financial workshops
• Asset Allocation Analysis
• Risk Tolerance testing for your investment portfolios
• Easy access to reports (Personal Balance Sheet, Net Worth Statement., Insurance summary, etc…)
We believe this is to be the single best opportunity for you to achieve your financial goals. We look forward to serving your needs through the use of this valuable tool. You can be confident that your financial data is secure. We use state of the art encryption.
Robert and Matt Winebrenner, the newest member of our team, will be hands on with this service and they both look forward to working closely with you.
If interested, please email me, Donna Ashton, The Director of Client Relations, at donna@eandassociates.com and we can get started immediately.
I will be contacting you all about this personally as well, so expect a call from me at some point in the next few weeks, starting today. My phone call will be followed up by an email and an attachment and Matt will send you a video.
Again, email me if you are interested.
Donna Ashton
Director of Client Relations
The MAUI – CE Resort Getaway
Reminder: It’s not too late!
The MAUI – CE Resort Getaway on the lovely Makena Beach and Golf Resort
Courses: June 24 – 28, 2013
Located on 1,800 acres of Maui’s sunny southern shore, the legendary Makena Beach and Golf Resort, Wailea-Maui, has newly renovated its 309 guestrooms. The property is at the “end of the road” and is more private and cozier than many of the big name resorts. Unlike most hotels on this part of the island, the Makena has an adjacent, white sand, swimmable beach! The rooms are spacious and offer a private lanai with sweeping ocean views. There is a plethora of water activities and unforgettable oceanfront event venues! And don’t forget golf on their acclaimed Makena Golf Course.
We have negotiated a special “garden view” rate of only $219, which includes hot breakfast buffet for two. Oceanview rates start at $249. Our group will also enjoy such perks as complimentary self parking, internet throughout, fresh water and Starbucks delivered daily, and shuttle service to and from Wailea. Oh, and there’s NO resort fee!
Call for HOTEL reservations, 1-800-321-6284.
The Registration Code is “ADCPA”. If you call, mention “ADCPA Seminar Group”.
Call for COURSE registrations, 1-877-643-7087.
For additional details visit
www.ADCPA.org/events
P.S. Save the date for Kauai 6/23/14 too!
Thanks and make it a great day!
Confusion on the Economic Censuses
Happy Friday!
We need to clear up some confusion on the economic censuses some of you have received. There are 2 types of censuses that were sent out. The vast majority of business receive the one that includes a blurb that says, “your voluntary cooperation is appreciated” (or something of that nature). Absolutely feel free to ignore those as we previously advised. However, if you are one of the few lucky ones who received one that says, “your response is required by law” it really is! We need to get those processed and submitted. There is still time to submit, so no worries. If you need our help with that form, please contact us.
MAUI – CE Resort Getaway
Join us! Make your plans now to attend the MAUI – CE Resort Getaway
Courses: June 24 – 28, 2013
Makena Beach and Golf Resort
COURSE DESCRIPTIONS and OBJECTIVES:
The courses are all Lecture Style, and the Objective is to enhance your knowledge of various aspects of the finances and management of your practice. Up to 20 CE hours are available.
• UNLOCK THE SECRETS IN YOUR NUMBERS
• AGGRESSIVE TAX AND ESTATE STRATEGIES FOR 2013
• PRACTICE MANAGEMENT PEARLS TO KICK UP YOUR NET BY 20%
• TRENDS IN TRANSITIONS AND ASSOCIATESHIP OPTIONS – ARE YOU READY?
• HOW TO INVEST TO WIN THE LOSER’S GAME!
• FINANCIAL INDEPENDENCE – STRATEGIES THAT WORK!
• INTERNET MARKETING TRENDS
• EMBEZZLEMENT: PROTECT YOURSELF NOW!
• OPTIMIZE INSURANCE ADMINISTRATION AND CODING
For additional information, please call 877-643-7087 or visit drcharlesblair.com.
Call for Hotel Reservations 1-800-321-6284.
On-line registration Code is “ADCPA”. If you call, mention “ADCPA Seminar Group”.
Call for Course Registration 1-877-643-7087.
NOTE: 20% discount on Course fee if you register by March 31, 2013!
Attention Texas Employers
Effective January 1, 2013, Texas employers who do not carry workers’ compensation insurance coverage have new requirements for reporting their non-coverage status to the Texas Department of Insurance, Division of Workers’ Compensation (TDI-DWC), the state agency responsible for regulating workers’ compensation, and to their employees.
What this means for our clients: Most Texas dental and medical practices that do not carry workers’ compensation insurance are required to file DWC Form 005 between 2/1 and 4/30 each year. It is a very simple form and should not take long to complete. You can file online at https://txcomp.tdi.state.tx.us/TXCOMPWeb/nonsubscriber/DWC5NonSecure.do?startWizard=Y&isBackAllowed=N.
Or find a pdf copy at http://www.tdi.texas.gov/forms/dwc/dwc005nocov.pdf
Please note: the filing period start and end date in most cases will be 1/1/2013-12/31/2013 if you are not providing worker’s compensation insurance during 2013.
For more information about Texas Worker’s Compensation rules: http://www.tdi.texas.gov/wc/employer/employerresources.html