SNAP – Retirement Planning Fact Finder Client Detail – Personal Information Client First Name Last Name Date of Birth (mm/dd/year) Gender n Male Female Smoking Status Annual Income $ Spouse Income Needs at Death Percentage of current income required while children are dependent % Percentage of current income required for survivor thereafter Client Detail – Presentation Assumptions Inflation Rate Investment Interest Rate Contact Information Address City Province Postal Code Email Home Telephone Work Telephone Cellular Phone Assumptions Client Spouse Retirement Age Current Tax Rate % Desired After Tax Income Registered Savings Current Value $ Annual Contributions Current Rate of Return Non-Registered Savings TFSA Rick Hensel Broker Logo ( within this space ) Co-Brand Logo ( within this space ) ATBIS Email: rhensel@atb.com Telephone: (780) 920-7743 Fax: (780) 462-2557