NEWSLETTER ARCHIVE

MAY 2025 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • FORBES BEST IN STATE AWARD
  • CALENDAR
  • PAPER SHREDDING EVENT
  • CLIENT SPOTLIGHT
  • TRAVEL SECURELY

APRIL 2025 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • SCAMS EVERY SENIOR SHOULD KNOW ABOUT
  • DON’S NEW BOOK
  • CALENDAR
  • CLIENT SPOTLIGHT
  • PAPER SHREDDING EVENT

MARCH 2025 NEWSLETTER

WHAT YOU’LL FIND INSIDE:

  • DON’T ALLOW BOREDOM IN RETIREMENT
  • CALENDAR
  • CLIENT SPOTLIGHT
  • PAPER SHREDDING EVENT
  • TEXTING REMINDER

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