To help us make the most of our time together, please review the steps below:
Step 1) Check your email for the calendar invite.
Step 2) A representative will contact you shortly to confirm the appointment. Please keep your phone available.
Step 3) Please show up your appointment on time and prepared

Get your questions answered below.
1) You’ll receive a calendar invite sent to your email. Please confirm it.
2) Your dedicated retirement specialist will reach out to introduce themselves via the number your provided.
3) Please come prepared for the appointment. You’ll be called at your scheduled appointment time.
Yes. A representative will call you at the scheduled time using the phone number you provided.
A calendar invite was sent to the email address you used when booking. Please check your inbox (and spam folder, just in case).
Yes. Your dedicated retirement specialist will reach out ahead of time to introduce themselves, answer any questions, and confirm the appointment.
You can reschedule directly using the link in your calendar invite or confirmation email. You will have a dedicated retirement specialist reach out before the meeting to introduce themselves, and you can coordinate any changes with them via text, email, or phone.
If you have any specific questions, your dedicated retirement specialist will be happy to help. You can reach out to them directly by replying to their text, email, or phone call prior to the appointment.

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