Year-End Review & Next Steps – Group 2

Theme: Wrapping up the Year and Planning Ahead

• Agenda:
  1. Review of 2025 successes and lessons learned
  2. Develop a 2026 action plan for advisors and business owners
  3. Recognize top performers and partners
  4. Celebrate achievements with a virtual or in-person event

Suggested Tools:

• Year-End Review Worksheet
• Action Plan Template for 2026

Presenter: Ray Croff

Meeting Info

https://us02web.zoom.us/j/7152900205?pwd=eUJaakV5TXNUcElpdnNqTmNSQldtQT09&omn=81723338852

Meeting ID: 715 290 0205

Passcode: 1234