Memorial Day holiday hours
In honor of those who have died serving our nation, the office will be closed for the Memorial Day holiday on Monday, May 29. Regular business hours, along with the Market Hotline, will resume Tuesday, May 30. Remember, clients can log on to ontargetinvesting.com at any time to access daily account information, quarterly statements, detailed strategy descriptions, and news.
Semiannual FPI National Sales Conference June 7–9
All members of our Sales department, along with staff from our Marketing, Compliance, and Executive groups, will be attending our semiannual FPI National Sales Conference from Wednesday, June 7, through Friday, June 9. The off-site event will give all an opportunity to share news about upcoming programs and exchange ideas on best sales practices. The Sales team will be checking emails and voicemails periodically, and our Client Services and Broker Administration staff will be available for additional assistance.
We thank you in advance for your understanding and patience.
TCA clients: Sign up for e-statements and avoid fees
Effective June 30, 2017, Trust Company of America (TCA) will charge for paper statements on all Strategic Solutions accounts. If you sign up for e-delivery of your quarterly statements before June 30, 2017, you will avoid a quarterly $5.00 print and delivery fee from TCA. Signing up for e-statements helps the environment, reduces clutter, and allows you to access and store your statements safely and securely online. Simply log in to sign up.