Retirement Consultation Documents

Thank you for scheduling a retirement consultation. Woody Ayers will be meeting with you at 10C Yorkshire Street Lower Level Asheville, NC 28803. If you need to cancel, please do so at least 48 prior to your appointment. You can click no on your calendar invite or call LaDonna Sluder at 828-774-5681 option 1. Please print this information if you need to have it as a reminder check list.

 

 

 

 

 

The consultation fee is $65 for a one-hour session, which may be paid by check, cash, or credit card at the time of your consultation.  The last 15 minutes of your session will be for specific questions that you may have regarding your plan.

To get an accurate retirement estimate, and to make your consultation beneficial to you, please do the following:

 

  1. Please save:An Account History from Orbit.
  • Please note, the estimate from Orbit maybe different than your W-2 forms and

Social Security statement.

  1. Please save:
  • Your most recent pay stub/or have all your leave balances if not on pay

stub

  • If you are unable to print your account history from Orbit, please save a document with a list of your highest 4 consecutive year’s salaries (you can use your W-2 forms to get these figures)

 

  1.        For Social Security Leveling, please save a copy of your current statement.  They

are available at www.SSA.gov

 

  1. FACE TO FACE:  For your (face to face meeting) please arrive 10 minutes prior to your appointment.

 

It is important that you prepare all documents requested.  If you are meeting face to face, please bring your documents with you.  You are welcome to bring someone with you to your appointment. You may reply to Woody Ayers at woodyayers77@gmail.com or 828-460-3377 or LaDonna Sluder at lsluder@wresa.org or 828-774-5681 (ext. 102)

 

Driving Directions:

From I-40 East to Asheville

Take Exit 50 (U.S. Highway 25). Turn right from the exit ramp and take an immediate left onto Yorkshire Street (Between the Huddle House and the Biltmore United Methodist Church). Continue to the bottom of the hill and turn right into the complex with Asheville Dentistry and Great Beginnings Dentistry, continue around back to 10c lower level.

 

From I-40 West to Asheville

Take Exit 50A and continue onto U.S. Highway 25. Take the first left onto Yorkshire Street (Between the Huddle House and the Biltmore United Methodist Church). Continue to the bottom of the hill and turn right into the complex with Asheville Dentistry and Great Beginnings Dentistry, continue around back to 10c lower level.