Our Calendar
SUMMER 2008 - SCHEDULED EVENT
May 21, 2008 Investment Seminar for Kemp ISD Employees
June, 2008 Continue Scheduled Client Annual Reviews of
Investment Portfolios w/Summer Maturity Dates.
June, 2008 Meetings with Business Owners and Employees
about Retirement Plan Options
June-July Seminars for Pretax Benefits in Cafeteria 125 Plans
2008 (Business Owners and Employees).
July, 2008 Continue Scheduled Client Annual Reviews of
Investment Portfolios w/Summer Maturity Dates.
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