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Financial Planner Recommendations

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David

Thank you again for taking the time to meet with me this week. I know you are busy, and I appreciate you sharing details with me about your situation and also your personal views on investing.

Until we are ready to move forward with hiring Churchill to manage your investment portfolio, I suggest we look at one of the following strategies to implement in the interim. At the end of the day, your retirement money should be positioned to grow (vs. stationary), and also remain diversified and managed in a disciplined way. Therefore, for your longer term money like retirement assets, an ETF growth strategy certainly makes sense due to the low costs associated with these vehicles and their high level of liquidity.

Please review the following materials in order to educate and familiarize yourself with TD’s relationship with Morningstar, their portfolio management team, and the Core & Opportunistic strategies outlined below. As with all client accounts, you’ll be able to view the balances, activity, performance, etc. online just as you do now. Everything is transparent. With most of my clients, implementing a “Core + Explore” approach makes sense by combining the Core portfolio, which is strategically managed, and add on a tactical layer that aims to achieve above-average market returns. The Core, of course, would be the larger of the two strategy components. Our Core strategy has been in place for 10+ years with Morningstar, and our Opportunistic incepted in 2012.

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Fitness Club Program Offerings

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1290

Randall

Attached is information on our Junior swimming and tennis programs.

Junior Squash Program The squash program for kids and young adults at Bay Club San Francisco continues to grow as more and more juniors are introduced to this incredible sport. We have a thriving Junior Academy program for our junior players to hone their squash skills and play with other junior players of their level. Many local junior players have reached high national rankings, and some have gone on to play at the collegiate level at universities such as Princeton, Brown, Cornell, Tufts, and Boston College.

All junior sessions are led by our PSA player Mustafa Johnson and Director of Squash Gareth Judy.

For more information about our Junior Academies, contact the Squash Department. squash.bcsf@bcclubs.com

Gareth Judy – Regional Director of Squash, Level IV Elite Coach, US Squash National Team Coach and former Yale University Associate Head Coach. Gareth.judy@bayclubs.com

Mustafa Johnson – Head Squash Pro, Level II Elite Coach and World Ranked PSA player. Charlie has coached at Western Regionals and is a US Squash National Team Coach.

Mustafa.johnson@bcclubs.com

Charlie Nabil – Assistant Pro, Level I Coach from Alexandria, Egypt and a World Ranked PSA player. Charlie.nabil@bcclubs.com

Junior Squash program is offered on Saturdays (except during the summer months)

Pre-bronze 9:15 am -10:00 am (Beginners) $25/members $30/ guests

Bronze/Silver 10:00 am – 11:30 am (Intermediate/Advanced) $50/members $55/guests

I am happy to answer any questions and can be reached at 415.901.9303 or by email.

Thank you,

Judy

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