EFTA02374029.pdf
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From:
Sent: Wednesday, February 2, 2011 10:47 PM
To: jeff epstein
Subject: financial planner?
Hi Jeffrey,
Hope you're well. The winter and work are starting to take its toll on me. I've been thinking more and more about my
retirement. Can you recommend a financial planner who deals with small potatoes like me? I need a plan for retirement
(hopefully, that will happen in 3 years). I have a tda with the bd of ed that's in fixed income, some cash in a money
market and a few stocks. I want to make responsible choices but I don't really understand what I'll need to retire or how
to get there.
Thanks forever,
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EFTA_R1_01380522
EFTA02374029
ℹ️ Document Details
SHA-256
41f40bd96573bc3dd42ae33abeb1b9bf6620d53cbdb96dcf2fa7fe08ce56498f
Bates Number
EFTA02374029
Dataset
DataSet-11
Type
document
Pages
1
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