Broker Check

Event Calendar

2019 Client Events

Client Dinners

Tuesday, March 26, 6 pm, Riverside, Old Spaghetti Factory

Tuesday, April 9, 6 pm, Long Beach, Kings Fish House

Wednesday, May 29, 6 pm, Pasadena, Eden Garden

Thursday, September 19, Newport Beach

Tuesday, October 29, Woodland Hills, Maggiano's

TBD, San Diego

(check back regularly for updated dates and locations)


***NEW*** Paper Shredding Events at Lake Forest Office

Friday, May 10, 11 am - 1 pm

January 2020 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  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Here's what the U.S. government says you should keep forever (or at least until the information is outdated).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.