Wachovia Pushes Planning for All Comers

Ackermann, Matt
June 2008
American Banker;6/6/2008, Vol. 173 Issue 109, p9
Trade Publication
The article reports that Wachovia Corp. is increasing its assets by means of face-to-face meetings between customers and Wachovia advisers to create retirement plans. Commentary is provided by Lynne Ford, director of Wachovia's retirement group. The retirement planning program, Envision, is described. Free retirement checkup appointments are also discussed.


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