Issue #150

News and Events

In This Issue:

• June is QCD and RMD Month
• Homemade Ice Cream Recipe
• Staff Spotlight: Harmony Dunnick
• You're Invited: Open House and Shred Event
• Wednesday June 18th: Office Closing Early
• Thursday June 19th: Office Closure (Juneteenth)
• Friday July 4th: Office Closure (Independence Day)
• Saturday July 12th: Open House and Shred Event
• LPL Market Research

Hello Marion,

As the days get longer, take a moment to reflect on your plans and priorities for the rest of the year. June is QCD and RMD month - let us help you make sense of what these terms mean.

Qualified Charitable Donations must come directly from your IRA account. FSA is able to process up to eight requests per year, for donations of $1,000 or more. We ask that you inform us of your intent to donate from your IRA as soon as possible. We are able to take donation requests up until November 10th to ensure they're processed by the end of the year. Please be aware that some accounts have automatic Required Minimum Distributions set up throughout the year. If your IRA has automatic distributions set up, your deadline to donate your RMD may occur earlier in the year.  

If you're interested in making Charitable Distributions from your IRA and you're unsure if it's appropriate for your situation, please reach out to speak with our advisors.

Please reach out to learn more about how we can assist clients in navigating effective strategies for both RMDs and QCDs. 

Financial Steward Associates

303-444-5440

financial.steward@lpl.com

Scoop up some summer fun!



Whether you're entertaining little ones or treating yourself, homemade ice cream makes it extra special.

1.     Place the ice cream mixture in a quart-size resealable bag, squeezing out as much air as possible and sealing tightly.

2.     Place this bag inside another quart bag, again squeezing out as much air as possible and sealing tightly.

3.     Put the bags inside a gallon-size resealable bag and fill with about 4 cups crushed ice, then sprinkle with 4 tablespoons coarse salt. The salt lowers the freezing point of the ice and creates an extra-cold environment that absorbs heat, causing the ice cream base to freeze.

4.     Squeeze out all the air and seal tightly.

5.     Wrap the bag in a towel or put gloves on before shaking vigorously and massaging the bag, making sure the ice is surrounding the ice cream mixture constantly.

6.     Shake for 5 to 8 minutes, or until the ice cream is frozen. The more vigorously you shake, the smoother your ice cream will be.

Harmony Dunnick is our Senior Client Service Associate and has been a vital part of the team since 2020. She is known for her warmth, professionalism, and unwavering commitment to client care. She consistently goes above and beyond to ensure every need is met with compassion and precision. Her attention to detail and genuine desire to make a difference set her apart — and make her a true asset to our team.

She embodies what makes our workplace special, and we’re proud to celebrate her contributions and the positive impact she has on both clients and colleagues. Outside of work, Harmony enjoys hunting, fishing, camping, playing music, mentoring women, cooking, and reading.

How can Harmony help you?

Harmony provides personalized, responsive support to ensure your experience with us is seamless. Whether you need help with your account or have questions about our services, she is your go-to resource.

We invite you to reach out to Harmony for anything you might need! We look forward to sharing more about our talented professionals through future Staff Spotlights. 

RSVP not required but if you can join us, let us know:

Who To Contact

Marion Steward, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Heather Williams, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Ned Meloni, CFP® CRPC®

for comprehensive Financial Planning, support with financial strategies and investment advice

Sid Smith, CFP®

for comprehensive Financial Planning, support with financial strategies and investment advice

Harmony Dunnick - Senior Client Service Associate

for opening new accounts and facilitating account transfers, coordinating contributions and withdrawals, and scheduling Financial Reviews

Christina Boykin - Operations and Office Manager

for answers on general information and special events  

Not sure who to contact? Email us at our general mailbox and we will direct you!

financial.steward@lpl.com

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP^® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.

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