Getting Focused on Retirement

Creating a retirement plan can be a complex and involved process. In order for you to make the most appropriate decisions for you and your family, you need access to timely information and resources.

Access to Valuable Information and Resources
Regardless of which stage of life you're in, there are a few golden rules of retirement planning. Here are two services to help ensure that you'll have the resources necessary to create a plan designed to meet your needs and objectives.

Complimentary Retirement Consultation
We understand that retirement planning should be designed with your individual goals in mind. Small decisions you make today can have a large impact on tomorrow. That's why we offer you a complimentary retirement consultation. You'll experience how the most appropriate decisions generally come from looking ahead and planning for the future.

A Wachovia Retirement Specialist will analyze any planning you've already done, answer questions that you may have, and provide recommendations on how may want to proceed with your plan. Scheduling a complimentary consultation is easy:

• Download and complete this Retirement Sheet .
• Stop by your nearest Wachovia Financial Center or call (866) 876-3142 (8:30am - 8:00pm ET, Monday - Friday).

Free Women's Retirement Email Series
Women often face unique challenges in life. Different health, life expectancy, income, and spending issues create unique considerations for women. Our Women's Retirement Email Series is divided into five informative articles. You'll learn how to create a retirement plan that's customized for your needs:

• Learn practical information like the importance of retirement planning, creating a spending plan, differences in tax-advantaged investments, and how to best use employer and government benefits.
• Take advantage of the timely features and insightful tools in each email to help ensure that you're bringing your lessons to life.
• Save each email for your convenience and learn at your own pace.

Two Unique and Complimentary Services
You can access valuable information and resources. Developing a customized retirement plan may be critical to your future, so schedule a complimentary retirement consultation or sign up for our free Women's Retirement Email Series today.

 
Documents marked with this icon require Adobe Acrobat Reader. If you don't already have this software installed, you can download it for free from Adobe's Web site. Get Acrobat Reader now.