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As an employee in one of our retirement plans, I want to reach out to see if you have any questions about your account or would like to set up a 20-minute Zoom meeting with me. We can discuss your retirement plan at work and any other account you may have set aside for retirement. Over past month, I have been reviewing how much risk people are taking and if the plan at your job is working together with any outside account or investment you may hold. Since you are in one of our retirement plans, this is a service we include to supplement what we do with your employer (reviewing performance of offerings, analyzing cost, etc.). I have copied Katrina from my office on this email, she can set up a convenient time for the two (and spouse if you want) of us to review. I already have access to your account at work, but if there is something else you would like to me to review (Social Security statement, old 401(k), inheritance account) please feel free to send it to me ahead of time. Here is a short video of what to expect:  https://keiron.wistia.com/medias/3kirbzq9b4?wtime=3s Sincerely, Michael Clark  CFP® CERTIFIED FINANCIAL PLANNER™ To set up a Zoom meeting with me, please email email my assistant Cori.Chestney@RaymondJames.com