The Art of the Thank You Note

The Art of the Thank You Note

When the gifts have all been given and received and you’ve finally started to relax into your post-holiday eggnog haze, remember there’s one last point to check off your holiday list: the thank you notes.

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Creating an Estate Manual with Marta Perrone

Wondering where to start with an estate manual or how to update your existing manual? Marta Perrone draws on 30 years of experience to address key concepts: What is the purpose of an estate manual? Who is your estate manual for? What needs to go into it? She’ll present some options for digital systems available.

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Employee Expense Policies

A good employee expense policy and proper tools to facilitate expense reporting can lead to many positive outcomes, such as increased trust and productivity, improved morale, and easier financial management.

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