Year-end is an important time to connect with clients, uncover planning opportunities and identify items that may need attention before the calendar turns. The Year-End Planning Checklist gives you a practical starting point for those conversations and helps you bring greater consistency to your year-end planning process.
Put the checklist to work in your practice:
Prepare for client meetings: Review the checklist before or during year-end planning conversations to help identify topics worth discussing.
Review client files: Refer