For Internal Use Only

• NAMCOA Client Agreement - updated 11-1-2023
• NAMCOA WSP 4-10-2023
• Plan Participant Risk Profile 7-7-20
• Client-Risk-Profile-Update 5-8-2023
• Financial Planning Consulting Agreement 4-20-20
• DOL Rule Checklist 9-18-2023 (for all Retirement Plan Accounts)
• Retirement Plan Services Agreement (401k- Non-Fiduciary Sept 2021)
• 2022 Social Media Disclosures
• 2022 Trusted Contact Form
• How Do I Choose the Right Advisor 3-1-22