fpPathfinder

Helping Diligent Advisors Ensure They're On The Right Planning Path

Issues To Consider In A Client Annual Review Meeting

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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 Related Issues
Insurance Planning Issues
Tax Planning Issues
Long-Term Planning Issues
Other Issues

Updated for 2020 (including The SECURE ACT)

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