2024 Retirement Calendar and Checklist
Attract leads with a helpful resource that relieves the stress of keeping track of tax filing and other important deadlines.
You can offer potential leads with this handy, up-to-date resource that will help relieve the stress of keeping track of important dates, like Medicare enrollment periods, and staying on top of necessary tasks, like filing estimated taxes.
Illustrated with key dates, Q4 reminders, birthday milestones, and how to conduct a thorough annual review of critical paperwork and decisions, it’s an item of value that helps to establish you as a credible, trusted source of expert information.
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About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more