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[email protected] Reports & Reviews (1)

- Fredericksburg, VA, USA • Mar 14, 2024

I hate to be a bother, but before I move on to my next assigned district, I'm sending one final reminder.

If you don't remember from my previous emails, I'm scheduling appointments for employees in your district for annual reviews of:

Your pension election options

Your 403(b)/457 benefits and options available to you

Your projected pension benefits at retirement

Your overall retirement plan

These reviews are complimentary and voluntary and will consist of a 45 minute meeting with a licensed pension expert via Zoom.

To get scheduled at a time and date that is convenient for you, reply to this email or call/text me with the date and time you'd prefer to meet (my number is 877-704-1269).

If you are not interested in scheduling an appointment at this time, reply and let me know.

Thanks so much for your time.

Ben

We are an affiliate of AMARK, LLC and not affiliated with, or contracted to provide services for, any government agency, school district, or state pension system.

PO BOX 81, Monroeville, PA 15146

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