Category: Community

21 posts categorized as "Community"

Qualified Charitable Distributions: Using Your IRA to Give from the Heart

November 25, 2019

The Tax Cuts and Jobs Act roughly doubled the standard deduction ($12,200 for single filers and $24,400 for married taxpayers filing jointly in 2019) and indexed it for inflation through 2025. As a result, far fewer taxpayers will itemize deductions on their tax returns, and some people may be disappointed that they no longer benefit…

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Symphony Sponsors the Pamela Trokanski Dance Theatre’s 2019–2020 Season

October 28, 2019
Pamela Trokanski Dance Theatre’s

Symphony Financial Planning is proud to announce its support for the full season of the Pamela Trokanski Dance Theatre. The post-modern, contemporary dance company has four performances planned for its 35th season. Their fall concert, Right Here, Right Now, will open Sunday, November 3, and run the following Friday and Saturday, November 8 and 9….

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Symphony Financial Planning to Sponsor Upcoming Art Events

August 16, 2019
Symphony Financial Planning to Sponsor Upcoming Art Events

Financial planning firm is a sponsor for the Davis Arts Center’s annual studio tour and holiday sale. DAVIS, California—August 17, 2019—Symphony Financial Planning is proud to be a sponsor for two of the Davis Arts Center’s most beloved events: the Davis Art Studio Tour and the annual Holiday Sale. Symphony Financial Planning has sponsored both…

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Operation Education Outreach Continues with Third Symphony Sponsorship

March 3, 2019

We are proud to announce our third school sponsorship in two months, as we are supporting the annual dinner auction for Marguerite Montgomery Elementary. The school’s PTA will hold the Mexican-themed dinner and auction from 5:30 to 10 p.m. March 2 at the Veterans Memorial Center. There will be music, drinks, dinner, and silent and…

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Proud to Support the Davis Parents Nursery School as an Event Sponsor

February 24, 2019

We are proud to announce that we served as a sponsor for the for the Davis Parents Nursery School annual fundraiser and auction. The fundraiser and auction—coinciding with the preschool’s 70th anniversary—was held February 23 at the Vets Memorial Center. The preschool is a parent cooperative, meaning it is administered and maintained by parents. The…

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Symphony Is Supporting North Davis Elementary

February 23, 2019

We were excited to sponsor the annual fundraiser and auction for North Davis Elementary School. The school’s PTA hosted the event February 22 at the Veterans Memorial Center. It’s the biggest fundraiser for the school, and we were honored to join it as part of our ongoing community outreach. In addition to our sponsorship, we…

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Ann Fagan, CFP®, Joins Symphony Financial Planning

December 13, 2018

Fagan brings more than 30 years of experience to Davis wealth management firm. DAVIS, California—Symphony Financial Planning, a Davis-based investment advisory firm, announced today that Ann B. Fagan has joined the firm as a financial planner. “We are thrilled to have Ann join our firm,” said Paul Meyerhoff, Symphony Financial Planning’s founder and president. “Our…

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Symphony Financial Planning a Three-Time Sponsor of Davis Art Studio Tour

October 12, 2018

DAVIS, California—October 12, 2018—It is nearly time for art enthusiasts to enjoy the annual tour of Davis’ art studios, and Symphony Financial Planning is proud to announce that it is once again a tour sponsor. The nonprofit Davis Arts Center hosts the annual Davis Art Studio Tour Exhibition, which this year will be held October…

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Symphony Financial Planning Sponsors Arts Center Fundraiser

November 1, 2017

Davis Arts Center to hold 27th annual holiday sale Nov. 29 to Dec. 2. DAVIS, California—November 1, 2017—Symphony Financial Planning announced today that it is sponsoring the Davis Arts Center’s annual holiday sale—the nonprofit organization’s biggest fundraiser of the year. It is the second year that Symphony Financial Planning, a Davis-based financial planning and investment…

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Symphony Financial Planning to Host Beauty in Nature Art Reception

October 5, 2017

Opening reception for group exhibition to be held Oct. 13 as part of 2nd Friday ArtAbout activities. DAVIS, California—October 9, 2016—Symphony Financial Planning announced today that it will host Beauty in Nature, an exhibition of nature-inspired art pieces, as part of the 2nd Friday ArtAbout Activities in downtown Davis. Davis Downtown holds the 2nd Friday…

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