Category: General Interest
Aug
15
Share:
5 Steps to Plan a Client Appreciation Event
Now that we’ve entered the second half of the year, it’s time to start planning for the end of it. That doesn’t mean you should...
Apr
19
Share:
From the Desk of…
Sometimes your desk is a home away from home, your little island during the workday. It makes sense that your desk has those things on...
Mar
15
Share:
Roots and Celebrations: Women’s History Month
As a proudly woman-owned and woman-led firm, EFA has a close relationship with Women’s History Month, and we believe strongly in empowering women in the...
Feb
18
Share:
Holiday Aftermath and Beyond
Once all the holiday decorations are taken down and put away in the office, the spot where the Christmas tree stood in the entryway seems...
Jan
17
Share:
Practicing Gratitude in the Workplace
We often associate November with thanks (for obvious turkey-related reasons), but January is the start of the year and a great time to begin a...
Dec
15
Share:
EFA Holiday Family Traditions
No matter where you celebrate or with whom, there are always unique personal traditions that accompany any holiday. This month, we wanted to share a...
Nov
15
Share:
The Fierce Competition of the Office Potluck
There are few social rituals as complex or as American as the potluck. While I had thought that the potluck, as a dining form, was...
Oct
15
Share:
Autumn Means Trails: Beginner Hiking Tips
When the weather starts to turn chillier, it’s difficult to give up all the outdoors activities that are enjoyed throughout the summer. But beaches and...
Sep
15
Share:
Flexible Working and What That Means to You
One of the most lasting effects of 2020 across all industries was the move for many employees to a work-from-home arrangement. With the introduction of...
Aug
16
Share:
This Is Where I Leave You: How to Let Your Clients Know You’re Retiring
Settling on the right time for retirement after a long career is a big decision. It’s an even bigger decision when you’re a financial advisor...
