20,000 Ft. – Implementation Meeting Objectives:Complete paperwork to establish planReview investment selection optionsEstablish plan for employee enrollmentExpected Duration:Meeting Length: 1 HourTime Until Next Meeting: 2 weeksDiscussion Topics:Review goals conversationDiscuss retirement plan recommendationsProvide client with all documentationComplete account paperwork Next Step: 10,000 FT. - EMPLOYEE ENROLLMENT
20,000 Ft. – Implementation Meeting Objectives:Complete paperwork to establish planReview investment selection optionsEstablish plan for employee enrollmentExpected Duration:Meeting Length: 1 HourTime Until Next Meeting: 2 weeksDiscussion Topics:Review goals conversationDiscuss retirement plan recommendationsProvide client with all documentationComplete account paperwork Next Step: 10,000 FT. - EMPLOYEE ENROLLMENT
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