Congratulations!!
Your 1-on-1 No-Cost Retirement Planning Zoom Consultation Is Scheduled!
What to expect: You have successfully booked a no-cost retirement planning consultation with one of our advisors. This is a 1-on-1 consultation, not a webinar. It will be held on Zoom. If you have tech issues, we can help.
Next, go to your Calendar app and click "YES" on the meeting to confirm your attendance. This ensures your spot is not double-booked.
P.S. If you see more of our videos on social media, feel free to watch them. However, please do not use the social media link to book another meeting. It will mess up your client profile. Instead, email us if you want to book another meeting.
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- We sent you an email confirming the date and time of our call. Please mark it in your calendar. Like yours, our time is valuable so it really is important to make this an on-time meeting.
- This is a Zoom Video Conference. You will receive ZOOM MEETING instructions via email.
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If you're more than 5 minutes late to the call, unfortunately, it will need to be canceled. You will receive an email to reschedule your appointment.
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Be prepared to talk about your expectations for retirement, your financial situation, and your desired lifestyle during retirement.
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Please have statements of investment and retirement accounts ready either digitally or physically to go over.
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If you need to reschedule, please send your chosen assigned advisor an email.
- We look forward to speaking with you..
Complimentary Video #1:Americans Fight With Rising Cost of Living
Complimentary Video #2:Are We Going To Be Able To Rescue Social Security?
Complimentary Video #3:Top 3 Outdated Retirement Strategies in 2024
Complimentary Video #4:Top 3 Retirement Mistakes That Cost Many People 30% Of Their Nest Egg At Retirement
Important: These videos do not replace your 1-on-1 no-cost consultation with our retirement specialists. The videos are generic. The 1-on-1 consultation will give you a personalized custom retirement income plan to help maximize your retirement income.
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What to expect: You have successfully booked a no-cost retirement planning consultation with one of our advisors. This is a 1-on-1 consultation, not a webinar. It will be held on Zoom. If you have tech issues, we can help.
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