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Fullerton FinancialPlanning
03 05 04 07 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 sC o f f e e T a l k sə ˈ u̇ əEvery month our team hosts this unique, one-of-a-kindopportunity where a group of our clients get the chance to sitdown with an advisor and learn about the latest, trendingtopics… all while enjoying a cup of coffee and pastry. From“How to work my Smartphone” to “The 4 Myths of Long-TermCare,” we want to help you educate yourself and catch up withour other clients or staff.It’s safe to say the world has made its stride throughuncharted territory this year. There is an immense amountof difficulty in accepting what we deemasunpredicatbleorout of our control...Every piece of clarity we’re given now, is one step closertoreassurance.Sitting down with your advisor is one small step that hasthe potential to provide you with the clarity youneed,especially now.Has your budget changed? Are your current expenseshigher than the last time you came in? Is your currentincome stream sufficient? Or, maybe you simply just needhelp understanding the plan we have in place for you...We’re in this together because your retirement is the onething you deserve to havereassuranceon. It all starts withscheduling your Annual Review.This past June, Jeannie Collins, our estate planner, had theopportunity to speak to our clients about Trusts and Wills in ourlatest, virtual session. If you missed this event, but would like areplay link to it, please send us an emailatinfo@fullertonfp.com.
Virtual BingoHealth Care HeroAnother first for Fullerton FinancialPlanning! On May 15, 2020, we hosted ourfirst Virtual Bingo Party. We had over 50clients participate from across the US! Itwas great being able to “spend time” withclients near and far. Thank you to our Marketing Team forpulling off an engaging and interactiveevent, despite the fact we couldn’t allmeet face to face! With Zach Tobey, ourClient Acquisition Specialist, as “The Caller”and the support of Hailey, Brooke, Mac,and Renee, the event was a success!Wewere able to fit in 3 games on a 3-OnPack, and were even able to handle out afew prizes to our winners! We all agreed it was a great way to touchbase with our wonderful clients and wehope to do it again soon.Across the country, healthcare workershave earned our love, our gratitude, andsome serious R & R. What better way torecognize them than to personally thankthem with a Healthcare Hero Box. FullertonFinancial Planning mailed over 20 boxes todeserving healthcare heroes all aroundthe country this spring. Nominations were made by our clientsand submitted to us with so many greatstories of how their loved ones and friendshave served their communities incircumstances beyond our imagination.Our goal was that each recipient wouldtake some time to relax and enjoyknowing that people care and appreciateall they do for us.W h a t ' s B e e nH a p p e n i n g A tF 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 tWe love to serve our community! What better way to “Give Back” during this unusualtime of COVID-19 than to serve at St Mary’s Food Bank. On May 8, 2020, several ofthe FFP team volunteered at the Surprise facility. Our project, all while practicingsocial distancing and wearing our protective masks and gloves, was to assemblethe “Kids Café” food bags. While schools remain closed under Governor Doug Ducey’s order, these food bagswill be given to hundreds of children throughout the city who are dependent ondiscounted or free school lunches. What a blessing, not only for the children, but knowing that our team cares sodeeply for our local community that we were able to bless the St Mary’sorganization. We were told that we were the first to volunteer since the officialshutdown of the Coronavirus Pandemic. We will be planning another Community Service Project with our team on September4, 2020. If you would like to participate, please call our office at (623) 974-0300 andask for Renee.
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