We can't wait to meet you
We are as excited to meet you as you are to meet us, but we also want to make sure we give you the best experience we can during our time together. Therefore, If you haven’t done so already, we encourage you to complete our 4 hour Changing World of Retirement class before we meet. What we have found is this class really helps you get ready for the meeting. Not only does it give you a chance to get to know the advisor you will be working with, it also gives you a chance to better understand the concepts that we taught you in our “Getting Safely Through Retirement” class. You can sign up for the class below. If you have already completed the class, or if you already know enough to discuss your retirement, get your questions answered and learn how we work fill out the form below and you will get instant access to our advisors’ calendars for your complementary retirement session. (These two below will be buttons) Enroll in a Live Class (button) Get Instant Access to the Class (button) (I don’t have links for the buttons yet, but I will soon.) (Add the form from the strategy session page). Then once they fill out that form it should go to another page that allows them to choose their advisor to work with.