Customizable Meeting Agenda

Meeting Agenda

The meeting agenda will be emailed to your inbox to print or share.
Lead Advisor
Second Advisor
Meeting With:

First Name(s)Last Name
First Name(s)Last Name
On:

MonthDayYear
Date
For Discussion:

Introduction to Clear StrategyGoals and ObjectivesCurrent Investment StructureUpcoming Life Changes / Life EventsBeneficiariesTax ConsiderationsHealth InsuranceLong Term Care InsuranceWealth Management / VaultInvestment VisualsPerformance ReviewCash OptionsUpcoming ExpensesQuestions and ConcernsAllocationRisk Profile
Other topics to be discussed:
Resources:

Insurance: HealthInsurance: Home + AutoEstate PlanningTax
Action items:

RecommendationsNext StepsWelcome Team Outreach
Should be Empty: