PFA Updates

Year-End Distribution Requests and Holiday Office Closures

Nov 16, 2023

Hello Friends,

We are approaching the end of the year and Presper Financial Architects would like to remind you that any year-end distribution requests should be submitted to our office as soon as possible to allow for sufficient processing time at Schwab.

We ask that all time-sensitive requests that must be processed and recorded for tax year 2023 be submitted by Friday, December 1, 2023. Requests submitted after this date will be honored on a best-efforts basis.

As we head into the holiday season, please note PFA offices will be closed on

1. Thursday, November 23

2. Friday, November 24

3. Monday, December 25

4. Tuesday, December 26

5. Monday, January 1

Please feel free to reach out to us by calling (330) 253-6000 if you have any questions. We truly appreciate the opportunity to serve you and are grateful for the trust you’ve placed in us.

Sincerely,

The Team at Presper Financial Architects