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eMoney > Your Personal Financial Website
20,000 FT. – IMPLEMENTATION
20,000 Ft. – Implementation
Meeting Objectives:
Complete paperwork to establish plan
Review investment selection options
Establish plan for employee enrollment
Expected Duration:
Meeting Length: 1 Hour
Time Until Next Meeting:
2 weeks
Discussion Topics:
Review goals conversation
Discuss retirement plan recommendations
Provide client with all documentation
Complete account paperwork
Next Step: 10,000 FT. - EMPLOYEE ENROLLMENT