Annual Meeting Agendas


February Agenda

Goals review, pre-tax season preparation, tax summary letter, estate planning discussion, saving and spending goals, year-end pay stubs and statements, Qualified Charitable Distribution/Required Minimum Distribution management and distribution plan, Roth conversion projection, any other client-related items.

Suggested documents to upload to vault prior to meeting: 

  • Last pay stub of the prior year or other income statement.
  • Year-end statement for accounts held elsewhere. (Or even better, link the account in our planning software.)
  • Tax documents as they start to arrive in your mailbox.

May Agenda

Investments review, tax return review & tax report for prior year, beneficiary review, Investment Policy Statement update, debt and cash needs discussion, retirement plan projection, review income guardrails, any other client-related items. (We may have a pre-meeting to update information in the planning software.)

Suggested documents to upload to vault prior to meeting:

  • Your completed tax return if completed elsewhere.

October Agenda

Address risks to your plan, discuss insurance coverages, year-end income and tax planning, Medicare open enrollment discussion, employee benefits elections, Roth conversions and distribution analysis and other year-end tax planning, any other client-related items.

Suggested documents to upload to vault prior to meeting: 

  • Most recent insurance declaration pages (usually the first page or two) for any policies: home, auto, liability, life, etc.
  • Other items to consider for employee benefit elections, etc.