Monthly Touchpoints
Resources to help address client concerns and demonstrate your value all year long
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Q1
Let clients know you’re there for them. All year long.
JANUARYGet Records in Order
Help clients start the New Year right by helping them to get organized. Show them how to store account statements and estate documents for easy access, and file financial contact information in one place.
FEBRUARYReview Estate Plans
Are clients’ beneficiary designations up-to-date? Make sure they understand that their selections contribute to the financial well-being of their heirs, and give them more inheritance tax options.
MARCHTalk About Retirement
With Tax Day approaching, March is a good time to review retirement contributions. Explain catch-up provisions to those 50 and over, as well as the importance of giving heirs more inheritance tax options.
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Q2
MAY
Acknowledge Recent Graduates
As college graduations approach, you can help ease the transition from school to career with a workshop for clients and their children addressing the issues around searching for a job.
JUNEAddress Younger Generations
Graduation has finally arrived! Celebrate this milestone with a lunch for top clients and their graduating children. Be sure to share a few financial words of wisdom about being financially responsible.
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Q3
JULY
Reach Out in the Off-Season
Clients may not be thinking about their finances over the summer, but you can show them that you still are. Email clients a questionnaire to learn their most pressing financial concerns.
AUGUSTHost Multigenerational Events
Mark the end of summer with a little family time. Rent a movie theater for a midday showing of a G-rated movie for clients and their children. In a brief welcome, emphasize generational financial planning.
SEPTEMBEROrganize Investing Seminars
It’s a new school year. Host a “Back to School” investing seminar for parents of school-age children and their friends. Emphasize the importance of prioritizing retirement savings and keeping spending in check.
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Q4
OCTOBER
Review Retirement Income Needs
Every October, the IRS announces new IRA contribution limits. It’s an ideal time to meet with clients nearing retirement to assess their future budgets, and conduct year-end reviews for clients with RMDs.
Understanding Required Minimum Distributions (RMDs)
NOVEMBERDiscuss Long-Term Health Care Plans
Over Thanksgiving, some clients may see changes in their parents’ health. Since November is National Long-Term Care Insurance Awareness Month, you can offer help by finding long-term care or providing access to resources.
DECEMBERRaise Awareness of Medicare Enrollment
December 7th is the last day of open enrollment for Medicare. You can help your older clients navigate their options and choose the Medicare plan that's right for them.
Let clients know you’re there for them. All year long.
Get Records in Order
Help clients start the New Year right by helping them to get organized. Show them how to store account statements and estate documents for easy access, and file financial contact information in one place.
Review Estate Plans
Are clients’ beneficiary designations up-to-date? Make sure they understand that their selections contribute to the financial well-being of their heirs, and give them more inheritance tax options.
Talk About Retirement
With Tax Day approaching, March is a good time to review retirement contributions. Explain catch-up provisions to those 50 and over, as well as the importance of giving heirs more inheritance tax options.
Acknowledge Recent Graduates
As college graduations approach, you can help ease the transition from school to career with a workshop for clients and their children addressing the issues around searching for a job.
Address Younger Generations
Graduation has finally arrived! Celebrate this milestone with a lunch for top clients and their graduating children. Be sure to share a few financial words of wisdom about being financially responsible.
Reach Out in the Off-Season
Clients may not be thinking about their finances over the summer, but you can show them that you still are. Email clients a questionnaire to learn their most pressing financial concerns.
Host Multigenerational Events
Mark the end of summer with a little family time. Rent a movie theater for a midday showing of a G-rated movie for clients and their children. In a brief welcome, emphasize generational financial planning.
Organize Investing Seminars
It’s a new school year. Host a “Back to School” investing seminar for parents of school-age children and their friends. Emphasize the importance of prioritizing retirement savings and keeping spending in check.
Review Retirement Income Needs
Every October, the IRS announces new IRA contribution limits. It’s an ideal time to meet with clients nearing retirement to assess their future budgets, and conduct year-end reviews for clients with RMDs.
Understanding Required Minimum Distributions (RMDs)
Discuss Long-Term Health Care Plans
Over Thanksgiving, some clients may see changes in their parents’ health. Since November is National Long-Term Care Insurance Awareness Month, you can offer help by finding long-term care or providing access to resources.
Raise Awareness of Medicare Enrollment
December 7th is the last day of open enrollment for Medicare. You can help your older clients navigate their options and choose the Medicare plan that's right for them.