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Date Sent: Tue, Aug 19, 2025 at 9:53 AM
From: Jamie Peterson <jpeterson[@]retirementstrategyconsultants[.]org>
Subject: Time to set up your retirement review
Message
Hi there [recipient],
As the semester gets going, we’ve been arranging pension and retirement reviews with staff who want to get clarity on their benefits.
I wanted to check if you wanted to connect — it’s been a positive step for others.
Feel free to let me know, I can set this up for you.
Warmly,
Jamie Peterson
Employee Benefits Group
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