While year-round planning is important for your investment strategy, there are a few things to take a look at during year-end, including trusts, wills, RMDs, investment activity and more. Hear from Claris President Stan Royer and Wealth Advisor Chris Schroeder as they walk through a checklist of items to review now to make sure your investment portfolio matches your goals going into 2022.
Watch the video on YouTube.
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