The LEARNING library

Year End Checklist 2020

Not sure about you, but we’re getting a little excited thinking about 2020 coming to an end. When we joked about 20/20 vision and getting more clarity – we never imagined a pandemic as the impetus to get us there. For a lot of you, the disruption has caused you to reevaluate your careers, goals and travel plans. We no longer take for granted our health, seeing family on a regular basis or even having enough toilet paper.

Join us today for the checklist to end all checklists! We will cover the changes in 2020, milestone ages, life events and, of course, how to talk to your beneficiaries about your plans.

Bring your list. Check it twice. This year was naughty. Not nice.