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.