Fullerton Financial
What's Inside:
J O I N U S V I R T U A L L Y !
A n n u a l R e v i e w s
C o f f e e T a l k s
ə ˈ u̇ ə
Every month our team hosts this unique, one-of-a-kind
opportunity where a group of our clients get the chance to sit
down with an advisor and learn about the latest, trending
topicsall while enjoying a cup of coffee and pastry. From
“How to work my SmartphonetoThe 4 Myths of Long-Term
Care,” we want to help you educate yourself and catch up with
our other clients or staff.
It’s safe to say the world has made its stride through
uncharted territory this year. There is an immense amount
of difficulty in accepting what we deem
asunpredicatbleorout of our control...
Every piece of clarity we’re given now, is one step closer
Sitting down with your advisor is one small step that has
the potential to provide you with the clarity you
need,especially now.
Has your budget changed? Are your current expenses
higher than the last time you came in? Is your current
income stream sufficient? Or, maybe you simply just need
help understanding the plan we have in place for you...
We’re in this together because your retirement is the one
thing you deserve to havereassuranceon. It all starts with
scheduling your Annual Review.
This past June, Jeannie Collins, our estate planner, had the
opportunity to speak to our clients about Trusts and Wills in our
latest, virtual session. If you missed this event, but would like a
replay link to it, please send us an email
Virtual BingoHealth Care Hero
Another first for Fullerton Financial
Planning! On May 15, 2020, we hosted our
first Virtual Bingo Party. We had over 50
clients participate from across the US! It
was great being able to “spend timewith
clients near and far.
Thank you to our Marketing Team for
pulling off an engaging and interactive
event, despite the fact we couldn’t all
meet face to face! With Zach Tobey, our
Client Acquisition Specialist, asThe Caller
and the support of Hailey, Brooke, Mac,
and Renee, the event was a success!We
were able to fit in 3 games on a 3-On
Pack, and were even able to handle out a
few prizes to our winners!
We all agreed it was a great way to touch
base with our wonderful clients and we
hope to do it again soon.
Across the country, healthcare workers
have earned our love, our gratitude, and
some serious R & R. What better way to
recognize them than to personally thank
them with a Healthcare Hero Box. Fullerton
Financial Planning mailed over 20 boxes to
deserving healthcare heroes all around
the country this spring.
Nominations were made by our clients
and submitted to us with so many great
stories of how their loved ones and friends
have served their communities in
circumstances beyond our imagination.
Our goal was that each recipient would
take some time to relax and enjoy
knowing that people care and appreciate
all they do for us.
W h a t ' s B e e n
H a p p e n i n g A t
F u l l e r t o n :
S e c o n d Q u a r t e r
S e r v i c e P r o j e c t
We love to serve our community! What better way toGive Back during this unusual
time of COVID-19 than to serve at St Mary’s Food Bank. On May 8, 2020, several of
the FFP team volunteered at the Surprise facility. Our project, all while practicing
social distancing and wearing our protective masks and gloves, was to assemble
the Kids Cafood bags.
While schools remain closed under Governor Doug Ducey’s order, these food bags
will be given to hundreds of children throughout the city who are dependent on
discounted or free school lunches.
What a blessing, not only for the children, but knowing that our team cares so
deeply for our local community that we were able to bless the St Mary’s
organization. We were told that we were the first to volunteer since the official
shutdown of the Coronavirus Pandemic.
We will be planning another Community Service Project with our team on September
4, 2020. If you would like to participate, please call our office at (623) 974-0300 and
ask for Renee.
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