NEWSLETTER ARCHIVE

WHAT YOU’LL FIND INSIDE:

• LAYING THE GROUNDWORK FOR TAX SEASON
• CALENDAR
• WE ARE HIRING
• 1099 INFORMATION
• GOING PAPERLESS
• DATA PRIVACY

• 2023 FINANCIAL RESOLUTIONS
• IMPORTANT Q1 DATES
• THANK YOU FOR DONATING
• SAVE THE DATE
• KEY AGES FOR ACTION IN 2023

WHAT YOU’LL FIND INSIDE:

• FOOD DRIVE UPDATE
• IMPORTANT DATES
• CLIENT SPOTLIGHT
• END OF YEAR TAX SAVING MOVES

WHAT YOU’LL FIND INSIDE:

• THE WEALTH TRANSFER
• 4th ANNUAL FOOD DRIVE
• IMPORTANT DATES
• CLIENT SPOTLIGHT
• 4WHEN MARKETS ARE DOWN, WHAT SHOULD YOU DO ABOUT RMDs?

WHAT YOU’LL FIND INSIDE:

• 529 PLANS – WHICH EDUCATION EXPENSES ARE CONSIDERED QUALIFIED?
• JOE THE SHOW CONCERT
• 401k INVESTING
• WHO IS RAYMOND JAMES?
• A BRIEF HISTORY OF LABOR DAY

WHAT YOU’LL FIND INSIDE:

• IMPORTANT DATES
• LABOR DAY WEEKEND CONCERT
• STORY OF THE SUIT OF ARMOR
• MAKE YOUR RETIREMENT CONTRIBUTIONS COUNT
• 4 PRICELESS MONEY LESSONS FOR KIDS

WHAT YOU’LL FIND INSIDE:

• UPCOMING DATES
• CONCERT – SAVE THE DATE
• CLIENT SPOTLIGHT
• RAYMOND JAMES CONFERENCE
• CAREGIVING PODCAST

WHAT YOU’LL FIND INSIDE:

• SHRED EVENT UPDATE
• 5 REASONS FOR A TRUST
• CLIENT SPOTLIGHT
• CYBER THREAT DEFENSE
• PARAMOUNT FAMILY UPDATE

WHAT YOU’LL FIND INSIDE:

• UPCOMING SHRED EVENT
• IMPORTANT APRIL DATES
• CLIENT SPOTLIGHT
• RAYMOND JAMES PODCAST