This is a reminder of your appointment with Joe Advisor, Wealth Manager at XYZ Wealth Management on: Dear _____________________________________ DAY / MONTH / TIME AGENDA SERVICE TOPIC Retirement Living Long-Term Pension CPP/OAS Planning Expenses Care Estate Business Charitable Will/POA Beneficiaries Planning Succession Giving Tax Tax Business Tax Foreign Personal Tax Planning Strategies Planning Assets Planning Pre-mature Critical Asset Risk Management Disability Death Illness Protection Divorce Eldercare Bereavement Life Non Financial Second Sudden Transitions Advice Marriage Wealth Other _________________________________
Dear This is a reminder of your appointment with Joe Advisor, Wealth Manager at XYZ Wealth Management on: _____________________________________ DAY / MONTH / TIME AGENDA SERVICE TOPIC Retirement Planning Pension CPP/OAS Living Expenses Long-Term Care Estate Planning Will/POA Beneficiaries Business Succession Charitable Giving Tax Planning Tax Strategies Business Tax Planning Foreign Assets Personal Tax Planning Risk Management Pre-mature Death Disability Critical Illness Asset Protection Non Financial Advice Life Transitions Divorce Eldercare Bereavement Second Marriage Sudden Wealth Other _________________________________