Polar Vortex … Electrical Black Outs, Dallas Office Update
Office Update, Rolling Black Outs
Category Clients/Clients Only
Client Only Special Post – Metropolitan Paperwork, Vault Chase Bank Linked Account holders… Friday
Clients, Clients Only - Metropolitan Paperwork Stack, Vault Chase Bank Re-Linking
Tax Forms Update – Fastest Availability In Vault, Correction Schedules, Friday
Tax Forms are Coming, but Wait for First Round of Corrections
Q 4 2020 Review and Annual Private Policy
Q 4 2020 Review - Cover Letter
Last Year the Perot Museum, Next Year Dallas Athletic Club, This Year No Holiday Party, Staying Safe
Next Year's Holiday Party Dallas Athletic Club, No Party this Year
J.K. Financial, Inc. D Magazine Best Wealth Manager Award … John Kvale 14th Consecutive D Magazine Best Financial Planner Award
Honor to Receive D Magazine Best Wealth Manager and 14th Best Financial Planner Award
Finally Taxes are Done … Rob Kaplan Federal Reserve Chair Town Hall Personal Embarrassment …
Robert Kaplan Town Hall Incident
Double Birthday Wishes …. You Cannot Make this Up!
HAPPY TWOFER BIRTHDAY !
JEN HILL DONALD CAPONE
Q 3 2020 Cover Letter
Q 3 2020 Cover Letter
Q 2 2020 Quarterly Review Cover Letter –
Q 2 2020 Quarterly Review Cover