Retirement Calendar Checklist

Help Your Retired* Clients Stay Organized While You Stay Top of Mind!

Now you can get the popular 2023 Retirement Calendar Checklist in PDF-only format and save $100!  

(*Semi-retired, too)

The 2023 Retirement Calendar Checklist Gives Retirees More Time to Enjoy Their New Phase in Life…

  • Nearly 50 important dates or actions retirees must review throughout the year…
  • A must-have in your communications toolkit…

5 Reasons to Get Your Digital Key Data 2023

  1. It’s fast. Your custom PDF is downloaded to your computer, and you can print it the first day it’s finalized, usually late December.
  2. You’re in control. You decide how many copies you need for clients and prospects and print them. Need more later? Just print again.
  3. Save money. The digital-only price saves you $100 off the 100 hard copies price.
  4. DIY works. Upload your high-resolution PDF to your local print center (Staples, FedEx, etc.), chose their 110 lb card stock, and get your copies within hours.
  5. Connect with COIs. Top advisors always share Retirement Calendar Checklist with their centers of influence: CPAs, accountants, attorneys, and bankers.

Complete your order today and get a PDF version

  • Yes, I want to order my branded 2023 Retirement Calendar Checklist for the low price of 68 cents per day—Just $297.

Retirees can get busy. I bet you’ve heard them complain about it, too.

Many never expected that time management and organization would be a challenge in this new life.

But it is, and people quickly discover there are quite a few things about retirement life that they need to track. For instance, while in the workplace many people never managed their federal and state tax withholding. Their employer did that.

Now they’ve got to send estimated taxes to Uncle Sam four times a year, in addition to organizing and filing taxes.

And then there’s Medicare.

No one ever told them the reality that health coverage after 65 would require tracking and paying premiums to a hodge-podge of programs with new rules and offerings every year. More dates and deadlines to follow—not to mention the additional sting of paying more than necessary when annual renewal options aren’t analyzed.

The Busyness of Retirement

Now, imagine that every time your retiree clients return to their desks for a dose of paperwork, they see you on their bulletin board, watching out for them every month, gently reminding them of key things they must get done.

Introducing the Retirement Calendar Checklist

That’s why we’ve designed the 2023 Retirement Calendar Checklist. So you can remove a little pain from your clients’ lives by acting as their retirement guide star over important dates, details, and deadlines throughout the year.

Retirees want to travel, enjoy grandchildren, and pursue new interests they couldn’t before. They want to keep stress to a minimum. That’s where the 2023 Retirement Calendar Checklist comes in. It has important dates in retirement life organized by month, with space to mark off each task after it is finished.

Retirees can know at a glance what is coming up and what needs to be put on the “to-do” list over the next month. 2023 Retirement Calendar Checklist includes four main sections:

Key Deadlines Calendar: The front portion of the checklist lays out 26 potential dates, deadlines, and actions your clients need to know. Not every single one will require action by every single client. But many will. Plus, the calendar always reminds them to check with you for any question that arises.

Important Birthday Milestones: The back of the 2023 Retirement Calendar Checklist includes a chart called “Birthday Milestones.” There are eight retirement-related dates starting at age 55 and going through age 72. Each milestone grants a benefit or signals the need for action. For instance, at 55 you can take penalty-free distributions from a 401 (k) if retired. At age 72, as you know, a retiree must start taking IRA Required Minimum Distributions.

Annual Review: We know some retirements can stretch for 30 years or more. Things change and important decisions made at an earlier point may need to be revisited and revised. This section of the 2023 Retirement Calendar Checklist asks your clients to review decisions they’ve made about such topics as health care directives and proxy, power of attorney, wills, trusts, beneficiaries, and other issues about gifting, taxes, and investments.

Final Quarter Tasks: The last quarter of the year is busy even in retirement. This chart on the 2023 Retirement Calendar Checklist helps your clients get organized for the end of the year activities, many of which will impact their taxes, such as reviewing investment gains and losses, tracking charitable donations, funding college accounts, and other items that should be addressed before year end.

Add Your Personal Branding and Custom Color

One great feature of the 2023 Retirement Calendar Checklist is you.

Your picture, logo, and contact info will be right on the front of the checklist, and right on your clients’ bulletin board. (Bulletin-board marketing—helpful, concise information for clients and prospects—is a simple, effective way to deliver value to clients and prospects throughout the year.)

When you send the 2023 Retirement Calendar Checklist to clients, prospects, and strategic allies, you’re showing people your commitment to them as their retirement planning expert. And don’t be surprised when people start asking for copies for friends, colleagues, and family members.

So make the 2023 Retirement Calendar Checklist part of your client service toolkit. It’s a sound investment in your business, your clients, and your brand.

Pick a color to compliment your brand

Unsure about colors? Click here for samples

Stay Top of Mind All Year Long

This two-sided, 8.5 by 11 coated calendar is perfect for pinning to a bulletin board. Your clients and prospects will find themselves glancing at it every month to make sure they’ve taken key steps in their retirement business affairs.

Select your color scheme and quantity, then click below to order

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Green

Order 2023 Retirement Calendar Checklist in Green

FOR INSTANT SERVICE Call Toll Free: (888) 336-6884 ext. 1  (Outside U.S.: 1-212-343-8760)

 

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