Jean Pierre Eugene
CERTIFIED FINANCIAL PLANNERĀ®
Cetera Investors

1715 N Westshore Blvd
Suite 260
Tampa, FL 33607
813-302-7753
jean.eugene@ceterainvestors.com
jpeugene.ceterainvestors.com

Key Planning & Investment Deadlines: Spring 2026

APRIL – Focus: Social Security

When should you apply for Social Security?
FINANCIAL DATES & DEADLINES
  • April 15. 1Q 2026 estimated taxes due
  • April 15. File 2025 tax returns or extension
  • April 15. Last day to open IRA for 2025
  • April 15. Last day to contribute to Coverdell, IRA, profit-sharing plans, or HSA for 2025
SPECIAL OBSERVANCES

Financial Literacy Month

  • April 1–9. Passover
  • April 3. Good Friday (markets closed)
  • April 5. Easter
  • April 28. Take Our Kids to Work Day

MAY – Focus: Retirement Strategies

Let’s review your retirement options!
FINANCIAL DATES & DEADLINES
  • May 15. 2025 non-profit returns due
  • May 25. Memorial Day (markets closed)
SPECIAL OBSERVANCES

Military Appreciation Month

  • May 2. Kentucky Derby
  • May 4–8. Teacher Appreciation Week
  • May 10. Mother’s Day
  • May 24. Indianapolis 500

JUNE – Focus: Estate Planning

Have you reviewed your will?
FINANCIAL DATES & DEADLINES
  • June 15. 2Q 2026 estimated taxes due
  • June 15. Last day for US citizens living abroad to file returns
  • June 30. FAFSA 2026–2027 closes
SPECIAL OBSERVANCES
  • June 6. Belmont Stakes
  • June 18–21. U.S. Open Golf Championship
  • June 21. Father’s Day
  • June 21. Summer Solstice