NEWSLETTER ARCHIVE

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

FEBRUARY 2024 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • DON’S ANNUAL LETTER
  • CALENDAR
  • WELCOME ELAYNA DUBY
  • ELECTRONIC DELIVERY ISSUE RESOLVED
  • 2024 TOP TRAVEL DESTINATIONS
  • A PLAN FOR ALL SEASONS

JANUARY 2024 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • FINANCIAL RESOLUTIONS
  • CALENDAR
  • 1099 INFORMATION
  • GO PAPERLESS IN 2024
  • FOOD DRIVE UPDATE

DECEMBER 2023 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • STARTING FRESH
  • CALENDAR
  • DON NAMED TO CHAIRMAN’S COUNCIL
  • YEAR-END DEADLINES
  • NEW LEGISLATION FOR QCDs
  • LAST DAY FOR FOOD DRIVE

NOVEMBER 2023 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • GIVING THANKS
  • CALENDAR
  • 5th ANNUAL FOOD DRIVE
  • CLIENT SPOTLIGHT
  • YEAR-END DEADLINES
  • CYBERSECURITY EVENT RECAP

OCTOBER 2023 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • CYBERSECURITY AWARENESS MONTH
  • EVENT INVITATION
  • CALENDAR
  • ANNUAL FOOD DRIVE
  • MEDICARE OPEN ENROLLMENT

SEPTEMBER 2023 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • THRIVING THROUGH RETIREMENT
  • CALENDAR
  • CONCERT UPDATE
  • CLIENT SPOTLIGHT
  • DON ON THE NYSE FLOOR

AUGUST 2023 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • NATIONAL GOLF MONTH
  • CALENDAR
  • RSVP FOR “THE DANG Ps”
  • CLIENT SPOTLIGHT
  • RETIREE IN TRAINING
  • CONSTRUCTION UPDATE

JULY 2023 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • INDEPENDENCE DAY CELEBRATION
  • CALENDAR
  • RSVP FOR “THE DANG Ps”
  • CLIENT SPOTLIGHT
  • WELCOME JOE McCOWEN
  • LIVING YOUR LEGACY
  • CONSTRUCTION ON BROWN ST

JUNE 2023 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • Designed By Inspiration ™
  • CALENDAR
  • “THE DANG Ps” CONCERT
  • KEEPING YOUR INFORMATION SAFE
  • SHRED EVENT
  • FINANCIAL AID AND COLLEGE ADMISSIONS
  • ELEVATE CONFERENCE
  • CONSTRUCTION ON BROWN ST

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Jackson, MI 49203

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Suite 600
Phoenix, AZ 85016

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Suite 200
Naples, FL 34103

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