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: Summer 2026

JULY – Focus: Caregiving

Caring for someone? We can help.
FINANCIAL DATES & DEADLINES
  • July 4. Independence Day (markets closed)
  • July 31. Form 5500 due
SPECIAL OBSERVANCES

Sandwich Generation Month

  • July 19. National Ice Cream Day
  • July 30. Medicare’s Birthday

AUGUST – Focus: College Planning

Prepared for a big tuition?
FINANCIAL DATES & DEADLINES
  • None. Enjoy your summer!
SPECIAL OBSERVANCES

Back to School Month
American Artists Appreciation Month

  • August 2. World Friendship Day
  • August 15. Relaxation Day
  • August 30. US Open Tennis begins

SEPTEMBER – Focus: Health Care Planning

Need help with health care?
FINANCIAL DATES & DEADLINES
  • September 7. Labor Day (markets closed)
  • September 15. 3Q 2026 estimated taxes due
  • September 15. 2025 extended partnership, S-corp returns due
  • September 30. Last day to determine beneficiaries after an IRA owner’s death
SPECIAL OBSERVANCES

Healthy Aging Month

  • September 11. Patriot Day
  • September 13. US Open Tennis Ends
  • September 17. Constitution/Citizenship Day (observed)
  • September 22. Fall equinox