CONFIDENTIAL APPLICATION: Webinar REgistrants Only
Congratulations ! 🎉
Your 1-on-1 No-Cost Retirement Clarity Microsoft Teams Consultation is Scheduled for
What to expect: You have successfully booked a no-cost retirement strategy consultation with our team. This is a 1-on-1 consultation, not a webinar. It will be held on Microsoft Teams. If you have tech issues, we can help.
Please, go to your Calendar app and click "YES" on the meeting to confirm you'll be there. This ensures we hold your requested meeting time.
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 Microsoft Teams Video Conference. You will receive TEAMS MEETING instructions via email.
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.
Be prepared to talk about your expectations for retirement, your financial situation, and your desired lifestyle during retirement.
Please have statements of investments and retirement accounts ready either digitally or physically to go over.
If you need to reschedule, please send us an email.
I look forward to speaking with you!
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Investment Advisory Services offered through Colorado Wealth Group, LLC, a Registered Investment Adviser (DBA “Colorado Wealth Group” and/or “CWG”).
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