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Issues To Consider In Client Annual Review Meeting

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**This guide has been updated to incorporate new changes made by The SECURE Act 2.0 that are effective for the 2023 year. Any SECURE Act 2.0 changes that are effective for 2024 will be incorporated into this guide at the start of the 2024 year.

This checklist covers 40 of the most important planning issues to identify and consider during a client annual review meeting. It’s structured as follows:

  • Cash Flow Issues
  • Asset & Debt Issues
  • Insurance Planning Issues
  • Tax Planning Issues
  • Long-Term Planning Issues
  • Other Issues

 

Updated 1/19/2023

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