Meeting Agenda Form

Your Name^*

Your Email^*

Please Check All That Apply

• Family
• Discuss changes with your family that may impact your overall financial plan.
• Talk about education or gifting strategies for children or grandchildren.
• Other

• Life Events
• Discuss recent life events that may impact your overall financial plan (i.e., birth, death, marriage, illness, divorce, inheritance, etc.).
• Other

• Lifestyle
• Review any changes to primary residence (purchase/sale of a new home, major home renovations, etc.).
• Discuss any upcoming travel or vacation, purchase of vacation home, etc.
• Discuss change in employment status.
• Review of any other lifestyle changes that may impact your overall financial plan.
• Other

• Planning
• Review retirement distribution scenarios.
• Review employee benefit plans that should be incorporated into your overall financial plan.
• Discuss how other assets tie into your overall financial plan.
• Review current retirement contributions and retirement savings’ options.
• Discuss whether a Roth IRA conversion is appropriate for your situation.
• Review any required minimum distributions for your IRA accounts.
• Other

• Financial Issues
• Discuss the importance of your long-term investment strategy in light of current market conditions.
• Review and update your Investment Policy Statement and asset allocation strategy.
• Discuss your current savings’ strategy.
• Identify any significant unrealized gains or losses.
• Discuss the feasibility of deferring or accelerating income and/or expenses.
• Other

• Risk Management
• Review/change/consider life, disability, or long-term care protection for your family.

• Legacy and Philanthropic Planning
• Make sure your estate plan, will, living will, executor, etc. are current.
• Ensure your beneficiary designations are current.
• Talk about charitable giving options that may provide tax efficiencies.*
• Other

• Business Continuity & Exit Planning
• Buy-Sell planning and/or funding
• Deferred Compensation
• Executive Bonus Plans
• Key Person Protection
• Discussing my new business (or major changes to existing business)
• Other