PFA Updates
Year-End Distribution Requests and Holiday Office Closures
Nov 21, 2022
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 TD Ameritrade.
We ask that all time-sensitive requests that must be processed and recorded for tax year 2022 be submitted by December 9, 2022. 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
Thursday, November 24, Thanksgiving
Friday, November 25
Friday, December 23
Monday, December 26, Christmas, public holiday observed
Monday, January 2, New Year's Day, public holiday observed
Please feel free to reach out to us by calling (330) 253-6000 if you have any questions or concerns. We truly appreciate the opportunity to serve you and are grateful for the trust you’ve placed in us.
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