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Wendy’s Vacation & Conference Schedule for 2024

Between two professional credentials that each need a lot of continuing education, plus family vacation time, you’ll find that Wendy works in weeks-long surges but is frequently out of the office in between. That’s okay, we’re planners, we’re good at this! Here’s how we put the Tea in Team: Wendy and Sam can both create trade proposals if you need to buy or sell things – but Gary can help you fetch money from your […]


Wendy’s Vacation & Conference Schedule for 2023

Between two professional credentials that each need a lot of continuing education, plus family vacation time, you’ll find that Wendy works in weeks-long surges but is frequently out of the office in between. That’s okay, we’re planners, we’re good at this! Here’s how we put the Tea in Team: Wendy is the only one who can create trade proposals if you need to buy or sell things – but Gary can help you fetch money from […]


Wendy’s Vacation & Conference Schedule for 2022

Between two professional credentials that each need a lot of continuing education, plus family vacation time, you’ll find that Wendy works in weeks-long surges but is frequently out of the office in between. That’s okay, we’re planners, we’re good at this! Here’s how we put the Tea in Team: Wendy is the only one who can create trade proposals if you need to buy or sell things – but Gary can help you fetch money from […]


Monhegan Dawn

Wendy’s Vacation & Conference Schedule for 2021

Between two professional credentials that each need a lot of continuing education, plus family vacation time, you’ll find that Wendy works in weeks-long surges but is frequently out of the office in between. That’s okay, we’re planners, we’re good at this! Here’s what happens: Wendy is the only one who can create trade proposals if you need to buy or sell things – but Gary can help you fetch money from your account if you […]


Wendy’s Vacation & Conference Schedule for 2020

Update: the most recent post, covering ’21 and early ’22, is here. February 5, 2020 *updated 11-5-2020 with bittersweet LOLs Between two professional credentials that each need a lot of continuing education, plus family vacation time, I’m on the road a lot when it’s not tax season.  Most of the time I’ll be able to get a voicemail/text/email and answer within a reasonable time frame, except for a week or two when I’m off the […]


March 12, 2017 (updated Sept. 26, 2017)

I’m on the road a lot when it’s not tax season for two reasons: continuing education and family vacations.  In 2017 I’m scheduled to go to:

  • AICPA Engage Conference in Las Vegas June 10-14
  • Alliance of Comprehensive Planners Annual Conference in San Antonio November 8-11
  • Western New England University Tax Institute – Wednesday November 11
  • At least 40 hours of tax updates on various days to be scheduled in the Fall, dates TBD

We also have family vacations:

  • Each April I take two week’s of vacation (one week-day for each week I worked without a day off in tax season) the moment tax season ends and am back by May 1st.
  • In late June I’ll go camping in Michigan with my dad – no cell service whatsoever there! This is a re-occurring trip: this year it’s scheduled for June 14-June 20th, so, yes, I’m flying straight from Las Vegas to a rural campsite. Packing will be challenging for this trip.
  • At some point each summer I’ll spend a week at Peaks Island – that time I’ll have my laptop and answer emails each day.  This year I’m tentatively scheduled to be there July 7-15.
  • Sammy will be heading off to college this year. I’ll probably take some time during the week around August 23st-August 30th to get him set up and delivered to college. I’ll be around all September, though, contemplating what the words “empty nest” means, and finishing extensions due October 15th.
  • Because I usually host Thanksgiving, I don’t work the Wednesday or Friday then, but I do work the week between Christmas and New Year for urgent last minute planning purposes.
  • There’s a trip planned from December 4th  to 12th to London. Helping my people reach their goals has inspired me with some of the YOLO spirit, too!

I also generally post what I’m up to on Facebook, too.


Upcoming conferences I’ll be at in 2016

Do you have any financial planning or investment advising questions bugging you? I’ve got two different conferences coming up and want to make sure I use that time wisely by paying attention to what my people want me to learn. Related to this, heads up that I’m going to be out of town. The National Association of Personal Financial Advisors conference is in Phoenix May 17th through May 20th. NAPFA is the association of fee-only […]


Scheduling Notes for 2016

August 3, 2016   I’m on the road a lot when it’s not tax season for two reasons: continuing education and family vacations.  In 2016 I’m scheduled to go to: National Association of Personal Financial Advisors (NAPFA) Conference in Phoenix May 17th to 20th (completed) Alliance of Comprehensive Planners training in Denver June 6th to 9th (completed) Dimensional Fund Advisors training in Charlotte Sept 27 and 28 Alliance of Comprehensive Planners Annual Conference in Seattle […]