BEGIN:VCALENDAR
VERSION:2.0
CALSCALE:GREGORIAN
BEGIN:VEVENT
URL:https://www.learndesk.us/class/6247818232594432/lesson/c3c164acee9d4a6968b6de3fc8a8d4d2?ref=outlook-calendar
SUMMARY:Unit 5 - Monitoring
DTSTART;TZID=America/Los_Angeles:20260405T190000
DTEND;TZID=America/Los_Angeles:20260405T200000
LOCATION:https://www.learndesk.us/class/6247818232594432/lesson/c3c164acee9d4a6968b6de3fc8a8d4d2?ref=outlook-calendar
DESCRIPTION: 

Annual review process
150 point checklist each year to catch client impacts and changes
Changing legal and tax landscape
Rules and regulation changes for opportunities and pitfalls
All risk review, insurance, cyber, backups, etc.
Credit Status and business structure if applicable
Your entire financial house in order and keep it that way
Accomplish and add new goals

It’s like a ship: Example of a 5% chance that could derail a plan: beneficiaries, POA, growth of an estate, distributions from a qualified plan, maximizing retirements.





https://www.learndesk.us/class/6247818232594432/lesson/c3c164acee9d4a6968b6de3fc8a8d4d2?ref=outlook-calendar
STATUS:CONFIRMED
SEQUENCE:3
BEGIN:VALARM
TRIGGER:-PT10M
DESCRIPTION:Class Reminder
ACTION:DISPLAY
END:VALARM
END:VEVENT
END:VCALENDAR