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,
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE plist PUBLIC "-//Apple//DTD PLIST 1.0//EN" "http://www.apple.com/DTDs/PropertyList-1.O.dtd">
<plist version="1.0">
<dict>
<key>date-last-viewed</key>
<integer>0</integer>
<key>date-received</key>
<integer>1296686819</integer>
<key>flags</key>
<integer>8623750145</integer>
<key>gmail-label-ids</key>
<array>
<integer>5</integer>
<integer>18</integer>
</array>
<key>original-mailbox</key>
<string>imap:Meevacation@imap.gmail.com/%5BGmail%5D/All%20Mail</string>
<key>remote-id</key>
<str
EFTA_R1_01380522
EFTA02374029