“End-of-life” feels so far away, but the sobering fact is life is unpredictable. We have no idea what the future holds for us except, ironically, that someday it will be our time. Join me in my quest to normalize conversations around death—before it happens—and ensure our loved ones will be cared for after we’re gone.

Wouldn’t it be nice if there was a simple enough way to calmly provide your accountant with a clear and comprehensive set of financial records by mid-January instead of scrambling to gather the information at the last minute (or never)? Join us as we explore the practical steps toward a seamless preparation process so you can navigate tax time with the confidence of a captain steering a ship through calm waters.

Putting together a basic marketing plan doesn’t have to be an insurmountable task—it’s really just figuring out where you want to go and making a to-do list of how you’re going to get there. As is often the case, the hardest part is getting started. So, to make this process as easy to start as possible, we’ve outlined the main five steps any company should take, regardless of their business or industry.