January 2025: Anytime Resolutions & Our Expanding Team

Happy New Year from Collective Wealth Planning! We're welcoming 2025 with exciting news, including our expanding team and participation in the Salem Reads program this spring.
Here's what we're talking about this month:
Daisy the AI scam fighter: • AI Scambaiters: O2 cre...
The Dos and Don't's of Expressing Condolences: www.npr.org/20...
Anytime Resolutions: collectiveweal...
Empowered Choices: Financial Literacy Through the Lens of Why Didn't You Tell Me? • Event - Empowered Choi...
To keep up with us between monthly missives:
Facebook: / collectivewealthplanning
LinkedIn: / collective-wealth-plan...
Website: collectiveweal...