As 2017 comes to an end, it's time to wrap up final tasks and gear up for the year to come. 2017 marked many changes for the country and the industry, including a new administration, regulatory shifts, technological enhancements and more. As we close out this year and look ahead, proper planning is key to making the transition as smooth as possible.

Below are a few items to consider including on your year-end to-do list:   

Provide members with essential year-end information. As credit unions,our goal is always to empower our members with the information they need to be financially successful. Year-end is a critical time for member education. Consider providing your members with a checklist of items to accomplish by Dec. 31. This list can include taking stock of current investments and retirement accounts, spending their HSA funds, making charitable donations and setting a budget for the new year. They also need to remember that any significant life change that occurred in 2017 (marriage, retirement, etc.) can affect their financial status and should be considered as the tax-filing process begins.