What should the November 2026 meeting accomplish?

Bring the existing plan and ask the reviewer to mark every recommendation still valid, changed, completed, expired or unresolved. Prioritise cash commitments and binding decisions first; then reconcile filings and monitoring. Separate items that can still affect 2026 from tasks that prepare for 2027.

For each “new saving”, request proof that the incumbent baseline was also updated to current law. A law change available under both alternatives is not automatically incremental value delivered by a new adviser.