2018 Client Service Calendar

published by TimHooker

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Client Service Calendar
Presented by Dynamic Wealth Solutions LLC
Prepared by Chief Compliance Officer Timothy Hooker, AIF® 
Color Key: 
Investment Operations
Client Communications
Financial Planning and Reporting
Monday, January 1st 
New Year's Day - Markets Closed
Monday, January 15th
Martin Luther King Jr. Day 
Markets Closed 

Inside ETFs Conference 2018 
Hollywood, Florida
January 21-24 

2017 Capital Gains Tax Reporting Summary & Performance Reports Available

Thursday, February 1st Private Client Newsletter 

Monday, February 19th
Washington's Birthday 
Markets Closed 

Top Themes
  • Tax Preparation
  • IRA Contributions
  • Model Rebalancing
"2018 Market Outlook" available on blog

Thursday, March 1st 
Private Client Newsletter
Deliver Official Tax Documents

Need to schedule an appointment? Visit for fast and easy booking. 

Friday March 30th 
Good Friday - Markets Closed 
Internal Investment Committee Review & Research Meeting
Tuesday, May 1st 
Private Client Newsletter 
Top Themes
Monday, April 2nd 
Private Client Newsletter 

Tuesday, April 17th 
Tax Day

Q1 Performance Reports Available
  • Tax Filling 
  • Internal Technology Systems Review 
  • Quarterly Meetings
Fi360 Fiduciary Conference 2018
San Diego, California 
April 25-27   
Monday, May 28th 
Memorial Day - Markets Closed   
Friday, June 1st 
Private Client Newsletter 
Annual Insurance Review & Estate Planning Check-In

Internal Investment Committee Review & Research Meeting
“The harder you work, the luckier you get.” 
– Gary Player
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Monday, July 1st 
Private Client Newsletter 
Q2 Performance Reports Available 
*Tuesday, July 3rd 
Independence Day Observed 
Market Hours 9:30am-1pm

Wednesday, July 4th 
Independence Day 
Markets Closed

Mid-Year Financial Plan Check-In & Update

Wednesday, August 1st
Private Client Newsletter 
Rebalance & Review Outside 401(k) Investment Accounts 

Monday, September 4th
Labor Day - Markets Closed
Top Themes
  • Mid-Year Market Outlook
  • Model Rebalancing 
  • Quarterly Meetings
Monday, September 3rd 
Private Client Newsletter
"Liquidity is oxygen for a financial system."
- Ruth Porat
Internal Investment Committee Review & Research Meeting
Monday, October 1st
Private Client Newsletter
Q3 Performance Reports Available 
Top Themes
  • Year-End Financial Planning
  • Tax Loss Harvesting
  • Performance Review
Thursday, November 1st
Private Client Newsletter
Monday, December 3rd
Private Client Newsletter
**Thursday, November 22nd 
Thanksgiving - Markets Closed 

***Tuesday, December 25th 
Christmas - Markets Closed

Monday December 17th final day for account distributions or RMD's 

Monday December 31st 
Tax Loss Harvesting Day

National Financial Planning Month

Year-End Tax Planning Check-In

Monday, October 15th
Tax Extension Filing Deadline

Connect with us on Instagram @DynamicWealthSolutions
Stay sharp in 2018. Download and save this PDF for your personal records.
Investment advisory services offered through Dynamic Wealth Solutions LLC, a registered investment advisor (1-844-397-7767).

Source: Michael Kitces 
*Each market will close early at 1:00 p.m. (1:15 p.m. for eligible options) on Tuesday, July 3, 2018

** Each market will close early at 1:00 p.m. (1:15 p.m. for eligible options) Friday, November 23, 2018

*** Each market will close early at 1:00 p.m. (1:15 p.m. for eligible options) on Monday, December 24, 2018