Broker Check

Event Calendar

At Haussmann Financial, it is our great honor to have you as a client and we take your health and wellbeing very seriously.  Currently, our group client events have been postponed. As soon as it is safe to resume large group events, we will update new dates for our Client Dinners and Shredding Events.  Please don’t hesitate to contact our office or your advisor for any questions you have regarding your upcoming appointments or account.

CWA DISTRICT 9 ZOOM CALL WITH TRUDY HAUSSMANN

Thursday, July 2 9:30-10:30

please copy and paste link below to register

You are invited to a Zoom meeting with Haussmann Financial (guest speaker Trudy Haussmann).  

 

When: Jul 2, 2020 09:30 - 10:30 AM Pacific Time (US and Canada) Register in advance for this meeting: https://zoom.us/meeting/register/tJEscOmspj4pEtDlZnigfI8GvMOB4UofvBvQ After registering, you will receive a confirmation email containing information about joining the meeting.

 



2020 Client Events

Client Dinners


(check back regularly for updated dates and locations)

  

***NEW*** Paper Shredding Events at Pasadena Office

Date To Be Announced

(Clients are invited to bring any documents that require shredding to this event. We will have a mobile shredding company on site.)

If you have any questions, please email Erin Baldi at erin@haussmannfinancial.com  or call 1-800-773-8700, ext. 228.

 The following are some guidelines on what to shred and what to keep.

 What to Shred

  • Utility bills
  • ATM receipts
  • Bank statements
  • Credit card statements
  • Voided checks
  • Employee pay stubs and records
  • Copies of your birth certificate
  • Legal and insurance documents
  • Expired passports
  • Resumes
  • Used airline tickets

In general you should shred all mail and paperwork that includes account numbers, birth dates, passwords, pin numbers, signatures or social security numbers.

Items you can shred once you have confirmation the bank or other financial institution has cleared the transaction:

  • bank and investing statements
  • cancelled personal checks
  • credit card statements
  • general receipts that hold no tax or warranty implications
  • pay stubs

Once a year, shred policies that are renewed on an annual basis:

  • health, car and homeowners insurance documentation

 What to Keep

Here's what the U.S. government says you should keep forever (or at least until the information is outdated). Store them in a fire-safe box or a safe deposit box at a local bank:

  • original birth or marriage certificate
  • college transcripts and diplomas
  • divorce decrees
  • current passports
  • mortgage documents and real estate deeds
  • vehicle titles
  • education or military records
  • social security cards
  • life insurance policies
  • wills and trusts
  • powers of attorney
  • warranties

Finally, keep your tax documents The U.S. government says a good rule of thumb is to keep your tax records (the returns themselves and the records that back up the return) for seven years, one year past the six-year window. If, however, you file a fraudulent return or fail to file one altogether, you should keep your records indefinitely because the statute of limitations doesn't start until you eventually file a return.