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Monthly Touchpoints

Resources to help address client concerns and demonstrate your value all year long

  

  

  

Let clients know you’re there for them. All year long.

JANUARY

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.

Organizing Your Financial Records
 

Contact and Financial Information Worksheet

FEBRUARY

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.
 

9 Important Estate Planning Steps

MARCH

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.
 

Financial Issues as Retirement Draws Near

APRIL

Emphasize Financial Fundamentals

• Creating a Household Budget

• Reducing Debt Takes Commitment and Patience

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.
 

• Job Search Tips for Recent Grads

JUNE

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.
 

• Building a Financial Foundation for the Next Generation

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.
 

What Keeps You Up at Night? A checklist to help you uncover and prioritize your clients’ most pressing concerns.

AUGUST

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.
 

Family Finacial Map
 

Choosing Beneficiaries for Your Retirement Accounts

SEPTEMBER

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.
 

Reducing Debt Takes Commitment and Patience
 

10 Rules for the Retirement Road

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)

 

NOVEMBER

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.
 

Being a Caregiver
 

Nursing home checklist

DECEMBER

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.
 

Facing the Complexities of Medicare
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