It’s simple to have an illustration prepared. Here’s how it works:
| Step One: | Complete the Master Census
form  and Data Request form 1  and return via email to Bill@PensionSite.org or fax to 321.397.0409. |
| Step Two: | Upon receipt we will call to discuss the data and get an idea of the presentation you wish to make to the client. |
| Step Three: | We will prepare the illustration and make the presentation using our online presentation/conference call software – gotomeeting.com. We suggest you, the client, the client’s CPA and anyone else necessary to make a decision be present for the presentation and conference call. |
| Step Four: | Once the decision is made to move forward, follow the link to Implement a Plan. |
To contact us: Home | About Us | Meetings & Seminars | The Retirement Crisis | Types of Plans License numbers: California (0A09141) and Wisconsin (1045269) |
