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Pre-consultation Form
Please answer a few questions to schedule your free consultation.
Our seminars and workshops are for those interested, ages 55-80. We are in the process of scheduling
our next event. Please return soon for the next date and location.
You are invited to join us to become better informed
and enjoy a complementary presentation that is for educational
purposes only. You will not be able to buy anything at the seminar & workshop,
nor will anything be offered.
After meeting us and experiencing our event, you will
be given an opportunity to schedule a confidential meeting where we can
get to know you and your unique circumstances. If appropriate, you will
be invited to return for another meeting to receive recommendations that
are specific to your situation and retirement needs.
If you are married, we strongly recommend you bring your spouse because we feel it is important that both of you understand and are comfortable with any course of action you may choose to take.
Seating is limited and available by reservation only. Please call our RESERVATION HOTLINE (770-641-7771) to reserve your seats or click here to register online.