2020 year-end financial planning letter
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2020 year-end financial planning letter

11 months ago · 27.3 KB Download

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This year, there were numerous changes to “normal” tax law due to the CARES Act. In addition, clients went through transitions this year and are likely re-thinking what is most important to them personally. This has a direct impact on their financial planning strategy. Top this off with a change in administration around the corner, which all give you the perfect opportunity to get in front of your clients before the year is over. Use this letter to spur conversation

Download the 2020 year-end financial planning letter

File name: year-end-planning-letter.docx

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