Retirement Calendar and Checklist
Use this handy Retirement Calendar and Checklist to relieve the stress of keeping track of it all.
This is the stage of life meant for relaxing, traveling, spending time with family, and pursuing new interests. But what many retirees don’t realize is that there’s a lot to stay on top of—whether it’s important dates, like Medicare enrollment periods, or necessary tasks, like filing estimated taxes.
This handy Retirement Calendar and Checklist can help your clients relieve the stress of keeping track of it all.
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About the authors: ReminderMedia has been providing unique and top-of-the-line client follow-up tools since 2003. With an established foundation in relationship marketing, and products like American Lifestyle magazine, we’ve developed the techniques and innovations that allow our clients to take advantage of referrals and repeat business like no other solution on the market. Click to learn more