GMU Spring-Time Pension Reviews

From: Advisor Appointment <no[DASH]reply[AT]vcita[DOT]com>
Subject: GMU Spring-Time Pension Reviews

George Mason University
Spring Break
Retirement Reviews

Hello [Recipient’s name] – You’re invited to take advantage of the spring break season to review your employer sponsored retirement plan. At this appointment, be prepared to discuss:

Your State Pension and how to Maximize it
VRS & Optional Retirement Plan
403b & 457b Account Setup and Consolidation
Tax Management Strategies
Guaranteed Income at Retirement