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

Michigan Office

420 South Brown Street
Jackson, MI 49203

Arizona Office

2375 E. Camelback Road
Suite 600
Phoenix, AZ 85016

Florida Office

4851 Tamiami Trail North
Suite 200
Naples, FL 34103

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