Annual Review Meeting Agenda
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Annual Review Meeting Agenda Update client information Address/phone/email changes Sale of a home, business, major asset transfer Family changes - marriages, divorces, births, deaths Career changes Client health concerns Review of Economic/Political Events Retirement/Estate/Tax legislation Inflation/interest rate adjustments Debt Management Compare interest rates on home loans and consider refinancing Consolidate student loans Assess level of debt and implement a plan to reduce it Investments Revisit risk tolerance Review entire portfolio and identify gaps Examine performance of each investment Adjust asset allocation as needed Financial Planning Issues by Age Age 50: Make catch-up contributions to IRAs Age 55: Consider 401(k) distributions Age 59½: Eligible for distributions from IRAs without penalties Age 62-70: Apply for Social Security benefits Age 65: Apply for Medicare Age 70½: Start taking required minimum distributions from IRAs Retirement Planning Health savings accounts, pension plans, IRAs, small business plans Post-retirement lifestyle Current income/adjustments Insurance Needs Health/disability/life/auto Long-Term Care Review needs of family members Purchase LTC insurance or devise a plan to self-insure Education Planning Calculate how much children will need for college Establish a plan for disciplined saving Open a suitable account (529, Coverdell, UGMA) Estate Planning Review all beneficiary designations Action Items Do you have any questions for me What are your goals How am I doing Create a savings plan that lists goals, timetable for achieving them, and amount of savings necessary to reach them LPL Financial • Member FINRA/SIPC For broker/dealer use only..
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