CWP PERS Questionnaire

Oregon PERS One-Hour Consultation

This form is for a one-hour consultation designed to address your key Oregon PERS questions, offering a straightforward way to gain clarity around your options. For more comprehensive planning, please scroll down to review our other services.
Step 1: Complete the following fields
First Name*
Last Name*
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Birthdate*

MonthDayYear

Step 3: Upload your key PERS documents

This might include:
1. Your informal or formal benefit estimate(s)
2. Your annual PERS statement
3. Your deferred comp statement(s)
4. Your retirement application
5. Anything else PERS-related that will help in our discussion
(If we are meeting in person, feel free to bring paper copies instead of uploading here.)
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What are the top PERS-related questions on your mind that we should prioritize during our time together?

Next Steps

After you select 'Complete My Booking' below, we will reach out with a DocuSign agreement for your review and signature.
Should be Empty:

Oregon PERS One-Hour Consultation