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This may be a friend in the field, family member, or a certified financial plannerIn times of market fluctuation, employees may be uncertain of what financial course to take for their retirement savings. Reliant's 401(k) broker , Michael Clark, has offered to set-up 20 minute sessions with any Reliant employee to discuss their personal situation and savings strategies. This offer is available at any time, but especially in times of crisis or market fluctuation as we're currently experiencing with COVID-19. For details on how to connect with Michael please see his invitation below. |
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™
offers complimentary 20 minute consultations for all Reliant employees. See his invitation below:
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