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Client Service CalendarFINANCIAL PLANNINGINVESTMENTSSUPPORT TASKSONGOINGQ1Employer Benefit ReviewInternal Investment Committee MeetingConsultations for any significant life changes or market conditions that ariseQ2 Q3 Q4Annual ReviewsCollect Tax ReturnsFollow up on Pending Planning ItemsCollect Benefits InfoEstate PlanningInsurance ReviewContact 12/31 Tax Funding AccountsTax Return AnalysisJAN FEB MAR APR MAY JUN JUL AUG SEPOCT NOV DECYear End Report ReviewAdvisors associated with North Point Advisor Group, LLC may either be (1) registered representatives with, and securities offered through LPL Financial, MemberFINRAandSIPC, and investment advisor representatives of Great Valley Advisor Group; or (2) solely investment advisor representatives of Great Valley Advisor Group, and not affiliated with LPL Financial. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and North Point Advisor Group, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CO, FL, IA, IL, IN, KS, MI, MN, NC, NY, ND, NV, PA, TX, and WI.Internal Investment Committee MeetingInternal Investment Committee MeetingInternal Investment Committee MeetingWealthVision UpdatesQuarterly Model UpdatesLate Season Annual ReviewsCurrent Year Tax ProjectionContact Tax Funding Accounts1099 ConfirmsPre-Tax Day Check-InConfirm Beneficiaries & Estate DocsTax Harvesting Analysis on NQ AccountsQuarterly Model UpdatesQuarterly Model UpdatesQuarterly Model UpdatesYear End Tax Planning