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UPDATES FOR MEMBERS

CR-28 Court Order - To retreive this document, please click on "CR-28 Coutr Order at the right margin.

Client Fact Finder (click on "Client Fact Finder" at the right margin) -  This is a follow-on to our Saturday, September 12, seminar portion  on money and wealth management.  It is a worksheet proivded by the presenter Jon Erickson, and it is an aid in determining how to plan for retirement. Our appreciation to Eric Nutt for forwarding us a scanned copy. 

NOTE (with additional information FROM JON ERICKSON:

Good afternoon, 

I appreciated the chance to talk on Saturday.  Would you be willing to shoot out my contact info with a couple of web links?  I usually send a thank you note with some value added items.

 http://www.ssa.gov/ is where you can check your social security statement and since it is the majority of a lot of American’s retirement I urge people to check this once in a while as they approach retirement.  You don’t want to apply for benefits only to find out the government has your information incorrect.  

 http://longtermcare.gov/ is a government resource explaining the statistics around long term care, how government programs work and potential costs.

 www.carrol.com is our agency website, you can look up basic life insurance and annuity information here. 

Jon R Erickson CFP®, CEBS®

Toll free (855) 581-4799 | Cell (509) 338-5221

 

 

CR-28 court order
Client Fact Finder - Jon Erickson

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APRIL 1, 2017 CEU SEMINAR - Kirkland
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UPDATES FOR MEMBERS
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MEMBERS ROSTER
|
BECOME A MEMBER
|
Constitution/Bylaws
|
Resources and Links for Reporters and Attorneys
|
File Download