NEWSLETTER ARCHIVE
FEBRUARY 2025 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- ANNUAL LETTER FROM DON
- CALENDAR
- CLIENT SPOTLIGHT
- GIVING WELL
- THANK YOU!
JANUARY 2025 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- FAMILY VACATIONS REIMAGINED
- CALENDAR
- 12 WISHES FOR THE NEW YEAR
- 1099s
- MORE THAN FORGETFULNESS – HAVING THE IMPORTANT CONVERSATIONS
DECEMBER 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- CALENDAR
- CHAIRMAN’S COUNCIL AWARD
- FOOD DRIVE UPDATE
- IT’S A GIRL!
- CYBER SECURITY WEBINAR LINK
- YEAR-END DEADLINES
NOVEMBER 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- THANK YOU VETERANS
- CALENDAR
- FOOD DRIVE / OPEN HOUSE
- CYBER SECURITY WEBINAR
- ELECTION FINAL STRETCH
- YEAR-END DEADLINES
- BIGGEST TREND IN LUXURY TRAVEL
OCTOBER 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- SIDESTEPPING SCAMMERS
- CALENDAR
- FOOD DRIVE / OPEN HOUSE
- CLIENT SPOTLIGHT
- MEDICARE DECISIONS
- ROOF UPDATE
SEPTEMBER 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- LUXURY AMENITIES
- CALENDAR
- CLIENT SPOTLIGHT
- MID-RETIREMENT CHECK-IN
- FUN FACT
AUGUST 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- ARE YOUR IMPORTANT DOCUMENTS SECURE AND ACCESSIBLE?
- CALENDAR
- GIFT TAX EXEMPTION REDUCTION?
- FUN FACT
JULY 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- THE RISK INVERSE
- CALENDAR
- ADV DISCLOSURES
- FUN FACT
JUNE 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- WHERE ARE RETIREES GOING?
- CALENDAR
- RAYMOND JAMES MOBILE APP
- FUN FACT
MAY 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- BEST-IN-STATE AWARD
- CALENDAR
- CLIENT SPOTLIGHT
- PAPER SHREDDING EVENT
- FUN MAY FACT
- CLIENTS IN THE COMMUNITY
- ESTATE BLUNDERS
APRIL 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- HEALTH AND LONGEVITY
- CALENDAR
- CLIENT SPOTLIGHT
- PAPER SHREDDING EVENT
- TAX RECORD RETENTION
- A WORD OF THANKS
MARCH 2024 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- ELECTRIC VEHICLES
- CALENDAR
- CLIENT SPOTLIGHT
- PAPER SHREDDING EVENT
- TEXTING REMINDER
- MAKING LONG-TERM CARE DECISIONS
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Suite 200
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