NEWSLETTER ARCHIVE
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
May 2023 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- CALENDAR
- PAPER SHRED EVENT
- FRAUD PROTECTION
- CLIENT SPOTLIGHT
- JOIN US! “THE DANG Ps” IN CONCERT
- CONSTRUCTION ON BROWN ST
March 2023 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- KEY TAKEAWAYS OF THE SECURE ACT 2.0
- CALENDAR
- CLIENT SPOTLIGHT
- HAPPY HOUR INVITATION
- SYMPHONY UNDER THE STARS
- DATA PRIVACY
February 2023 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- LAYING THE GROUNDWORK FOR TAX SEASON
- CALENDAR
- WE ARE HIRING
- 1099 INFORMATION
- GOING PAPERLESS
- DATA PRIVACY
January 2023 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- 2023 FINANCIAL RESOLUTIONS
- IMPORTANT Q1 DATES
- THANK YOU FOR DONATING
- SAVE THE DATE
- KEY AGES FOR ACTION IN 2023
December 2022 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- FOOD DRIVE UPDATE
- IMPORTANT DATES
- CLIENT SPOTLIGHT
- END OF YEAR TAX SAVING MOVES
November 2022 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- A PERPETUAL THANKSGIVING
- IMPORTANT DATES
- 4th ANNUAL FOOD DRIVE
- 2023 RETIREMENT PLAN CONTRIBUTION LIMITS
- YEAR-END GIVING STRATEGIES
October 2022 NEWSLETTER
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?
September 2022 NEWSLETTER
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
August 2022 NEWSLETTER
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
July 2022 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- AN ANTHEM FOR THE AGES
- CONCERT – SAVE THE DATE
- CLIENT SPOTLIGHT
- COLLEGE QUESTIONS ANSWERED
- UPDATE CONTACT INFORMATION
June 2022 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- UPCOMING DATES
- CONCERT – SAVE THE DATE
- CLIENT SPOTLIGHT
- RAYMOND JAMES CONFERENCE
- CAREGIVING PODCAST
May 2022 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- SHRED EVENT UPDATE
- 5 REASONS FOR A TRUST
- CLIENT SPOTLIGHT
- CYBER THREAT DEFENSE
- PARAMOUNT FAMILY UPDATE
April 2022 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- UPCOMING SHRED EVENT
- IMPORTANT APRIL DATES
- CLIENT SPOTLIGHT
- RAYMOND JAMES PODCAST
March 2022 NEWSLETTER
WHAT YOU’LL FIND INSIDE:
- CLIENT ACCESS HOW-TO VIDEOS
- FUN FACT
- KEY AGES TO TAKE ACTION
- 6 THINGS TO REMEMBER WHEN MARKETS FALL
- CLIENT SPOTLIGHT
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