Quarterly Newsletter

 

Spring 2017

Inside This Issue

  • Retirement… It’s About More than Money!
  • Interesting Times
  • All About the Symposium 
  • Save the Date: 15 Annual Golf Tournament
  • KUDOS To Teresa Hookey!
  • Excuse the Dust!
  • Staff Spotlight: Cristina Holloway

Retirement… It’s About More than Money! 

John and Melanie were excited! After a 40-year career, John retired from his post as a senior engineer at a multinational corporation. The retirement countdown clock on John’s desk had been ticking down for almost a year, and both he and Melanie were enthusiastic about their upcoming move to Arizona where they shared dreams of golf, travel, visits from the kids, and lower state income taxes! There was a big party to celebrate and their closest friends jealously wished them the best. Their financial advisor even gave John a faux gold watch for a laugh, before happily confirming that they could afford to retire!

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 Previous Issues

Winter 2017
Fall 2016
Summer 2016
Spring 2016
Winter 2016
Fall 2015
Summer 2015
Spring 2015
Winter 2015
Fall 2014
Summer 2014
Spring 2014