Updates for Members

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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.

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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.

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

Jon R Erickson CFP®, CEBS®

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