CCRA New England Chapter

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Travel Tip Thursday: Before the long weekend rush, send clients a quick pre-trip checklist: confirm flight times, download airline apps, save emergency contacts, check passport or ID requirements, and keep medication and must-have items in a carry-on. Advisor tip: package this as a client email or story so travelers hear it from you first.

Thank you to Tanner Herbert, Sandals BDM for hosting our CCRA NE Chapter Meeting yesterday in Danvers, Ma. Great presentation!

Great group of advisors, too! Thank you for attending.

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