Next week we will start rolling out our 1 minute (I promise on the time…not easy for a chatty .. haha) fun educational videos with yours’ truly sharing a few fun features and techniques for our New Total Vault.
None have been recorded so far, but we look forward to sharing and having fun with the videos as we all learn our New Vault features together.
Annual Extended Stay Travels
As you read this, the wheels are turning towards our annual extended stay trip with fellow advisors, lots of family, friends and of course a Tennis tournament in the middle of the trip back in Texas.
So far the technological upgrades are doing great and we look forward to putting them to the full test this year !
We are half way through the summer according to the little ones in our gang … they are not happy about heading back to school, but it’s all good.
It goes fast, enjoy your Friday, heading into a GREAT Summer weekend !
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth