Upcoming Events
Below is a list of upcoming events, industry conferences, association meetings, deadlines, and webcasts that may be of interest to our clients.
January 2023
January 2 | New Year’s Day observed – the Preferred Trust office will be closed.
January 16 | Martin Luther King Jr. Day – the Preferred Trust office will be closed.
January 31 | 2022 Tax documents for current clients released and accessible via the online account portal.
February 2023
February 20 | President’s Day – The Preferred Trust office will be closed.
February 28 | Webinar at 10 AM with Company Partner- Bell Capital. Register Here: Meeting Registration – Zoom
March 2023
March 12 | Daylight Savings Time begins.
March 17 | St. Patrick’s Day
March 27 | Webinar at 11 AM with Company Partner- Phoenix Capital. Register Here: Meeting Registration – Zoom
April 2023
April 4 | Pillars of Finance 3- 6 PM. Register Here: Home | Pillars Of Finance
April 18 | Tax filing deadline. The 2022 income tax filing and payment deadlines for all taxpayers who file and pay their Federal income taxes is April 18, 2023. Go to the IRS website for more details.
April 22 | Earth Day
May 2023
May 14th | Mother’s Day
May 29 | Happy Birthday Preferred Trust Company! Today Preferred Trust marks sixteen years as a licensed Custodian.
May 29 | Memorial Day – the Preferred Trust office will be closed as we remember the men and women who died while serving in the U.S. military and honor their sacrifice.
June 2023
June 14th | Flag Day
June 18th | Father’s Day
June 19th | The Preferred Trust Company office will be closed in observance of Juneteenth.
July 2023
July 4th | The Preferred Trust Company office will be closed in observance of Independence Day.
September 2023
September 4 | Labor Day – The Preferred Trust Company office will be closed.
October 2023
October 9 | Columbus Day/Indigenous Peoples’ Day – The Preferred Trust Company office will closed.
October 31 | Nevada Day & Halloween
November 2023
November 5 | Daylight Savings Time ends.
November 6-7 | Retirement Industry Trust Association (RITA) Conference – Preferred Trust Company President, Carrie Cook, will be in attendance at the RITA Conference.
November 11 | Veteran’s Day – The Preferred Trust offices will be closed.
November 12-13 | American Association of Private Lending (AAPL) Conference – Preferred Trust Company President, Carrie Cook, will be in attendance at the AAPL conference.
November 22, 23 & 24 | Thanksgiving – The Preferred Trust offices will be closed beginning at noon on Wednesday the 22nd through Friday the 24th of November.
December 2023
December 25 | The Preferred Trust offices will be closed for the Christmas holiday.
