SET THE STAGE FOR THE NEXT 12 MONTHS

This section provides a list of all the different planning strategies we’ll be implementing and/or discussing over 3 month intervals for the next 12 months.

Four different versions of this report to choose from (depending on the profile of client):

• General List
• Business Owner-specific
• Corporate Executive-specific
• Retiree-specific

OR you can use the following to create a customized version:

• Wealth Planning Road Map Tool
  • Recorded Training (how to create a customized version)