Year End Planning Infographic
Help your clients finish the year strong — and start the next one with confidence.
The Year-End Planning infographic brings together timely reminders and smart financial planning ideas to make the most of the calendar year. From charitable giving and tax planning to home ownership goals and RRSP contributions, it highlights key actions clients can take before December 31 — and a few to consider for the year ahead.
It’s not an exhaustive checklist, but a thoughtful snapshot of opportunities to review and conversations to start — making it easy to engage, educate, and inspire next steps.
“Since many year-end planning opportunities have firm deadlines, acting now can help ensure your clients don’t leave money on the table.”
Each year brings change — new jobs, major purchases, shifting family dynamics, or new tax rules like those impacting capital gains. This infographic helps clients reflect on what’s changed and where to focus next, from topping up RRSPs and TFSAs to making strategic charitable donations.
Snackable. Stackable. Adaptable.
Use it as a quick, visual conversation starter — or stack it with the Charitable Giving calculator, RRSP Contribution Limit Calculator, or other FreshPlan calculators to show real-world impact and connect advice across planning areas.
Whether shared through FreshPlan or as a standalone piece for web or print, the Year-End Planning infographic helps you stay in touch, deliver timely insights, and help clients finish the year on a positive financial note.
With FreshPlan, you can deliver more advice to more people — in less time.
