Tag Archives: Holiday Party

Last Year the Perot Museum, Next Year Dallas Athletic Club, This Year No Holiday Party, Staying Safe

Last year we had the 24th Annual J.K. Financial, Inc. Holiday Party at a place that we had always desired to go but the newness and the cost of that newness had prevented us.

Finally an early date allowed us the ability to have the Annual Holiday Party at the much desired Perot Museum. Little did we know that we would not be having a party this year making last year‘s memory all the more special.

For the safety of our selves and of others we are not having a party this year.

We know that that may disappoint some but out of an abundance of caution and being conservative in all facets of what we do, we are not going to have the holiday party this year.

The good news is as we will certainly have a wonderful and much appreciated party at Dallas Athletic Club if possible next year!

True to many things in life we grow to appreciate them much more when they’ve been snatched from us. We look forward to the exhaustion that follows visiting with everyone and seeing everyone and will embrace the closeness of getting to see everyone like we’ve never done in the past 2 1/2 decades.

Be Safe and We Look Forward to Seeing EVERYONE Next Year!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

From Party Last Night ..Walk Down Memory Lane Video … Fun Pics – Friday

This video was playing throughout the elevator monitors during the party last night…audio is neat if you are in a place to listen!

Some great memories – 24th year of party, 30th year in the business….

Thanks so much to all, especially those that traveled far to come, we hope you enjoyed it as much as we did seeing everyone and visiting.

A Few Pictures as well !

This slideshow requires JavaScript.

Time Goes Fast…. All Good!

Have a Great “Walk Down Memory Lane” Friday!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

 

 

Perot Parking Directions – Better Lucky Than Good, A Totally New Exhibit Opened Two Days Ago – Fox 4 News Preview Interview …

Its a little tricky getting to the parking lot, but we have our own private lot that is the closest we could possible get to the actual museum…. Here is a reminder for those coming tonight:

perot invite_Page_1

Better Lucky and Good

We were told a new exhibit would POSSIBLY be open by the time our party occurred… Guess What?

It opened two days ago.. as seen in this neat interview from Dallas Fox 4 News….

See you guys tonight!

John A. Kvale CFA, CFP

 

RSVP Reminder to Holiday Party/Perot Event .. It’s Less than Two Weeks Away .. YAY – Friday

We are extremely happy to see all of you at the Holiday Party Thursday November 14th at 6:30 PM at the Perot Museum….

The more the merrier… we have a big showing so far… BUT…

We have PLENTY of room, so don’t be shy…

If you want to come, and have a family member, or close friend that wants to come…

TODAY IS THE RSVP DEADLINE (we have some flexibility – if you read this past the deadline, reach out)

RSVP TODAY FOR THE PEROT EVENT

Hit jen@jkfinancialinc.com to reserve your spot… we want to see you there…

And now the carrot …

Have a Great Friday!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

It’s a Party, Party Party ! Invites are out – send us your RSVP …. Relatives Welcome … Will be fun!!!

The following invitation was mailed out this week!

perot-invite Page 1

perot invite_Page_1

We’ve had a lot of questions about family members/friends ?

SURPRISE — We’re going to have plenty of room and we are more than willing to have them!

Given our initial expected headcount and the time (yes its evening/dinner time) we’re happy to announce heavier than normal food too… Our only request is please let us know as firm as possible RSVP headcount ….

It’s going to be a great event…

Have a Great Weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

Save the Date Reminder- An Unusual Holiday Date – Thursday November 14th from 6:30 to 9 pm – We have the Entire Perot Museum for the Evening – Cool

After clearing/adding coverage for our Insurance for the event ….

Signing a few contracts that says we are not a crazy group ….

Getting security guards for the event …

Establishing our Parking Area…. it’s very close parking

Finalizing the entire building for our use only …

Working on food options … not finished yet, but will have same group as the Arboretum two years ago….

We are happy to announce:

SAVE THE UNUSUAL DATE

We have secured the Perot Museum for the night of Thursday November 14th from 6:30 to 9 PM – yes the Perot Museum for our use only … for an exciting educational experience for grown ups and kids!

Turn up the volume, cool theme music!

Click Here for Direct Link to Video

6-20 - 19 - Perot images - Outside (night)

 

The date is a function of popularity and costs ….

We know it is a bit earlier than usual, but we thought the venue worth the unique date …

We hope you can make it, should be fun!

Watch for Invitations …

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

 

 

Save the Date – An Unusual Holiday Date – Thursday November 14th -We have the Perot Museum for the Evening – Cool

After clearing/adding coverage for our Insurance for the event ….

Signing a few contracts that says we are not a crazy group ….

Getting security guards for the event …

Establishing our Parking Area….

Finalizing the entire building for our use only …

Working on food options … not finished yet, but will have same group as the Arboretum two years ago….

We are happy to announce:

SAVE THE UNUSUAL DATE

We have secured the Perot Museum for the night of Thursday November 14th from 6:30 to 9 PM – yes the Perot Museum for our use only … for an exciting educational experience for grown ups and kids!

Click Here for Direct Link to Video

 

TheBuilding-06

The date is a function of popularity and costs ….

We know it is a bit earlier than usual, but we thought the venue worth the unique date …

We hope you can make it, should be fun!

Happy Happy Summer Friday!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

 

 

Finally – School is out, let the Summer begin … Shhh, putting the final touches on a neat ALL NEW venue for the Holiday Party – Audio Found

Some how, the unlucky gang ended up in one of that latest ending school years in the South…. sorry guys…

No matter, as of today, let the stay up late nights/sleep in late mornings begin… all good …

They are so much more happy with the last day of the year than the first… go figure

Schools Out

 

Holiday Party Planning

Shhhh … we are putting the final touches on what we think will be a very neat Holiday Party venue … the date looks to be slightly different due …. well to the venue – we think you will like it too, as soon as we put the final touches on the contract we will excitedly let you know!

Good News – the audio from the Robert Kaplan event has been retrieved … funny how the wrong download attachment found its way into the back pack – user error !

Have a GREAT “Beginning of the Summer” Friday!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

 

 

Holiday Hosting Party and Dinner Tricks to Avoid – Not to be negative, but we keep Experiencing these! Warning!

We are pretty positive folks…

If a high road can be taken, we usually go that way …

Hey – mistakes happen – but repetition has us gun shy …

First time – shame on me – second time … well you get the drift …

Due to our travels and fun Holiday Season we are continually exposed to Holiday Party Tricks – so here are warnings for items that we keep experiencing!pink-wine-1964457__480

Wine year change — It is almost inevitable, at some dinner over the Holiday’s your favorite wine will be out of stock … only to be substituded by a similar year from the establishment – hey that is fine, but year vintage differ GREATLY in cost – not to be a jerk, but it might be worth a question if the replacement year is the same cost –

True story from a super wine coniseaour friend – there is an element of permanent bait and switch that occurs occasionally  – even in more established placed – the stakes can be very profitable, but unfortunate, sadly sour upon consumer discovery…. Confirm the year you order is delivered – similar to above, your favorite wine will likely price change dramatically from year to year!

Speaking of Wine or other beverages as well — Get clear before you throw the party – Does an open bottle mean a consumed bottle ? Sometimes, yes, and other times no … worth the review… One drink bottles equaling full cost can be … well costly!

Watch the Tip – Is it included in a small party? – six plus party is normal for gratuity – but less so these days – we still run into the small party tip included, but not easily seen occasionally – with a blank line for a duplicate or double tip – Don’t bite !

Hope you enjoy the Holidays and hope these reminders keep a few extra bucks in your pocket!

Have a Great “Holiday Party Trick” Reminder day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents

Happily honored as Dallas Magazine Best of Wealth Managers and Best Financial Planners – Holiday Reminder – Even BIGGER news next week – Friday*

We are very happy to announce our nomination to D Magazines Best Of Again !

D Magazine Best of Dallas

For those fellow Dallas Sites – be sure to check out the current Issue of D Magazine, hitting the stands first thing this am – which will have the follow awesome picture:

2018 Best Wealth Managers -

Jen and Donald picked the photo – we had tons to choose from …. from our fantastic photographer Bret – who by the way will be shooting pictures at the Holiday Party!

Can you believe they chose the picture showing the most Grey? Grrrr

When commenting on this fact, an assurance of “SEASONING” was mentioned – Ok … so you guys are still sore about the Black Eye incident – look close, Donald “The Brain” has a huge shiner, saved by Jen’s cover up …. as mentioned earlier here!

Twelfth Consecutive Financial Planner Award

Luckily, yours truly was also awarded Best Financial Planner award for the TWELFTH consecutive time … given the gray in the picture above, maybe silence is better?

It is an honor, to be named in both portions of the D Magazine Best Of Series  – Most proud to be named as a firm, to recognize those that REALLY make is possible — The Gang at J.K. Financial, Inc!!

Well done Guys !

This is also the un-official introduction of Jen Hill our new Operations Manager — more on this soon ! New York native … Deep Wall Street Background ….. Spouse Former Major League Pitcher ? All True.

Holiday Party Reminder

The following invitation is headed your way today ….  Please save the date and plan on coming, as mentioned earlier, Bret our fantastic photographer will be there – snapping possibly… Holiday Card Photos for all in attendance!

10-9-18 - Holiday Party Invitation

Friday Before Even Bigger Announcements

Today is a Friday … enjoy your day and your weekend….

In an unbelievable Announcement day – next week we have even a BIGGER Announcement – Yep, not kidding – BIGGER !!!!

Stay tuned… hold that breath … Next week will be here shortly

Have a Great “Big Announcements” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
jkfinancialinc
street-cents