Conversations with Claris: Year-End Planning Checklist

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.

Interested in learning more about our investment approach, or have a Conversations with Claris topic to suggest? Contact Claris Advisors below.

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Conversations with Claris: Year-End Planning Checklist


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…
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