With 2024 fast approaching, there is plenty to be done before the end of the year. This is why Vanderbilt wanted to provide a checklist of things all financial professionals should do before January 1. These 5 things can be beneficial in getting off on the right foot in 2024 and help with making it a successful year for you, your team, and your clients.
Topics: LinkedIn, Financial Advisors, Financial Advising, Broker Dealer, Financial Technology, Independent Financial Advisor, Business Building, Cybersecurity, Vanderbilt Financial Group, Marketing, finance, Holiday, Advisor Tools, New Year
The United States recognizes Federal Holidays as dates designated by the U.S. government as holidays, where non-essential government offices and most businesses are closed in commemoration and recognition of important dates. Of the 11 dates recognized as Federal Holidays, Memorial Day is one that many look forward to, with many considering it the unofficial start of summer. While we all love Memorial Day for the barbecues, spending time with friends and family and the three-day weekend, it is also important to remember the origin of the holiday and who it honors.
Topics: US History, Memorial Day, Veterans, Holiday, Remembrance Day