NEWSLETTER ARCHIVE
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
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
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