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Retirement Readiness Questionnaire Template + Training
A form designed to estimate the client's readiness for retirement and make suggestions as to how to get on track if funding is short.
Click here to test a sample form
Estimates required savings to replace desired percentage income using time value of money calculations
Estimates projected savings at time of retirement using time value of money calculations
Provides suggestions to reach desired funding goal if there is a shortfall
Send confirmation (with PDF) to user and advisor
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