Friday, 10-October-2009

Boss said told HK today that staff is only allowed to take vacation during June, July, and August. This only came up, because HK reminded Boss that she was going to be on vacation in two weeks. Boss didn't recall this, even though it was 1) written in her appointment book months ago 2) it was written on this big calendar hanging on one of our walls in the office I share with HK 3) written on her notepad of daily activities to review 4) HK would not have booked this without prior confirmation from Boss.

Boss denied Estate paperwork for Tom and Walt N.


Thursday, 9-October-2009

1) Boss did not know what "Two Share" for estates meant.
2) Boss tried to do a 1035 exchange on $5,000. Comment: American Legacy flagged it saying that it needs to be at least $25,000.


Wednesday, 8-October-2009

Boss in Boise with JG for an audit.


Tuesday, 7-October-2009

1) As we pile up the summaries/folders to be sent out. Boss asked me to separate which ones where the AAA, AA, and Single A's. Comment: I find this ridiculous that I have to literally hand her everything. Each of the folders are color coded to determine which class they are suppose to be. She can't see!


Monday, 6-October-2009

Boss out most of the day in meetings. Nothing to report.



Friday, 3-October-2009

Boss running errands and was not at work most of the day. Nothing to report.