Year-End Checklist

The end of 2018 is upon us, and your clients are going to look to you to make sure they have everything in order with their accounts. AEWM wants to make sure you have the tools to finish your year strong, so we’ve created a checklist for you to use while reviewing client files. While not all items will apply to all clients, this checklist can serve as a starting point to make sure you have everything lined up for those end-of-year meetings.

You can view and download the checklist HERE.

As always, please reach out to your VP of Wealth Management at 866.363.9595 for further details.

647507 - For investment professional use only.