Additional Resources

Book: Pay for Retirement Without Going Broke
Grit Commercial Printing
Jason Chopick
Phone: 570-368-8021
Website: www.gritprinting.com
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Book: Social Security Savvy
Grit Commercial Printing
Jason Chopick
Phone: 570-368-8021
Website: www.gritprinting.com
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Banner Stands
Allegra Marketing
Phone: 717-839-6390
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.
Baby Boomer Dilemma VIP Letter
Client Benefits Form
Fee List
Financial Retirement Audit Form
Free Consult Investment Fee Form
Myth Busters Annuities
Presentation: Estate Planning
Presentation: Social Security
Statement of Intent to Return Home

Step 4: Setting client meetings