Our client Christmas party is one of my favorite nights of the year!

Seeing clients reconnect with your work family and also make new connections with our other clients was truly one of my favorite gifts of 2022. We'll have much more space for that (and fabulous food!) next year at Water's Edge Event Room, a few doors down from our office. More details later!

By the way, I know we're supposed to talk about your numbers, not mine, but I just have to share this with you. I actually triple-checked the report before I could beleive it!

In 2022, nearly 75% of our new clients learned about us from a co-worker, supervisor, friend or family member that we'd helped! 

Thank you so much!

Our family and business motto is, "Make it to share it." So thank you, thank you for all you helped us share this year!

It's humbling when clients trust us enough to give our phone number to a friend who is retiring or worrying about about losing their retirement savings in the market or unsure what to do with an old 401(k). 

Sometimes we meet with them and find they're actually in great shape. So we tell them they shouldn't change a thing and part as friends.

Of course we make sure they see why you're the smartest friend they have!  

The Event Center is a pretty big space so we appreciate you continuing to share our information...but only with people you'd enjoy having at the party! :) 

Best,

Emilee

P.S. My husband, Eddy, is settling into his new role as our new Chief Operations Officer/Golf Pro. Email him at Eddy@retirementhelp.us when you're ready to play golf!