Home > Perspective > Beyond the Numbers > Year-End Planning Checklist Year-End Planning Checklist Anthony C. Kure, CFP® Director of Northeastern Ohio Market, Portfolio Manager Wealth Advisory Services, Cleveland-Akron Friday, November 16, 2018 SEARCH BY CATEGORY Charitable Giving Estate Planning Investments Life Planning Retirement Planning Tax Planning Wealth Management GET OUR LATEST BLOG POSTS SHARE WITH FRIENDS NEWS FEED Tweets by johnsoninv