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Your daily IQ pension statement 25-4-22 All Quiz Answer by Darshan - April 25, 20220 Planning a meeting The first step is to fill out this form so that we can contact you to find a good time to meet (by phone, via zoom or at the office) and get to know each other better. Your meeting will be direct with Steve, you will not be passed. Your retirement is taken seriously and Steve welcomes any questions or concerns you may have. He wants to get to know you and your retirement goals. Steve Jurich is an Accredited Investment Fiduciary®, Investment Manager, Certified Annuity Specialist® and a Reputable Member of the Financial Planning Association® (FPA). You will have an unbiased educational series of conversations free of sales pressure and bound by fiduciary duties (recommending only