Important Dates
October 29, 2026
Key Dates to Know for the Remainder of 2026
The 2026 deadline for year-end processing of requests and forms is December 10, 2026. Plan ahead to ensure your submissions are received and processed before the cutoff.
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Timely Insights & News
Recent Updates, Deadlines, & Financial Guidance
A preview of the timely alerts and educational insights we share to keep your wealth plan on track.
Important Dates
October 29, 2026
Key Quarterly Dates to Keep in Mind
Please expect slower responses during our quarterly close periods: January 1ā15, April 1ā15, August 1ā15, and October 1ā15. While we make every effort to respond within 24 hours, these are especially busy times for ProFocus ā we appreciate your patience.
Retirement & Milestones
Read ArticleSeptember 15, 2026
Navigating Social Security & Medicare Timelines
A straightforward breakdown of the age milestones you need to track so you avoid unexpected penalties. Knowing these dates in advance gives you real options.
ProFocus Timely Updates
Stay Ahead of Key Dates, Milestones, and Financial Opportunities
Get clear reminders for critical tax and retirement deadlines, practical cash flow ideas, and financial tools designed to protect your lifestyle. When a topic catches your interest, you can easily reach out to learn more on your own schedule.
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