We’re going to answer a quick questionnaire now really quickly to find out what your intentions were for taking this class. And so we can understand your needs a little bit better.
How confident are you in your knowledge and understanding of the following topics in relation to retirement? There are no right or wrong answers. This assessment is intended to help you gauge the growth of your knowledge base from before attending the course with your level of understanding on these topics afterwards.
MAKE INFORMED AND EMPOWERED DECISIONS TO HELP ENHANCE YOUR LIFETIME INCOME!LET’S DISCUSS YOUR SPECIFIC CONCERNS IN MORE DETAILIf you answered “No” to one or more questions above, you might want to take time to review your strategy.If you check “YES,” we will call you to schedule your appointment with a financial professional in our office.Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.
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