The year is flying by and LPP has some exciting things happening:
- Next month we will be hosting our annual Shredding Party! The event will take place at our office on Friday September 18th from 2pm-4pm. Enjoy food and beverages while your documents are shredded on site! For those who can't attend the event but would like to have documents shredded, simply bring them by the office between September 14th -17th and we will have them appropriately destroyed.
- We are again sponsoring and participating in the Financial Fitness 5k which benefits Real$ense, a United Way initiative to improve the financial education and situation for Duval county's most economically challenged citizens, and Family Foundations, which provides financial counseling to those in need. We will pay the registration for any client or client family member who wants to sign up for this event. Please join us to run, walk or just hang out. Participants will receive a Life Planning Partners technical running hat in addition to the race shirt! When? Saturday, October 10th at 8am. To register for the Financial Fitness 5k email or call Krissy.
- Also on October 10th, Carolyn and Trib will bike in the Multiple Sclerosis Ride to the Shore - 166 miles over two days. Carolyn has participated in this event for many years riding with her husband and Bob Gillham in honor of his wife Pat. If you feel moved to donate, here is the link to Bob's fundraising page.
Last quarter was the first rollout of your new quarterly reports. The feedback has been mostly positive. Moving data was a very long process, and each client account had to be individually checked to make certain data transferred correctly from the old software. Due to this, some clients will not receive the new reports until next quarter. We appreciate your patience as we make this transition and welcome your feedback.
And finally, Carolyn has moved back into her home! Thank you for all your support and understanding during a very trying year of recovering from the termite disaster. Put it on your calendar now - the Termite Recovery Party will be April 30, 2016. A long way away - and Carolyn and Trib need the recovery time.
The LPP Team