Public Employees Annual Retirement Review Agenda

Annual Retirement Review

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Who are we?

About us We are state pension experts. We provide free retirement planning to public employees. We help thousands of people across the United States with their retirement concerns every week.

This appointment will cover

Pension

We will answer pension specific questions and help you determine how much your pension income gap will be.

Supplemental Account

These accounts bridge your income gap at retirement. They are designed based on your income level and goals for retirement.

Protection

Protection during working years AND Protection during retirement years

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Already have an advisor

No Problem. This meeting will not interfere with your current advisor's plan or recommendations and will only enhance your overall knowledge and awareness of retirement planning so you can stay on target.

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Let’s get started!

I am not sure To see if I am on track To review my portfolio I want to change my investments To know my retirement income To understand my Social Security General Questions

Contact Us

(303) 717-4721 7535 E Hampden Ave, Suite 525 Denver, CO 80231 tony@thedirecteffect.com www.thedirecteffect.com