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Congratulations!

Your Free Strategy Session Is Scheduled!

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Your Financial Expert:

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Scott Malone Retirement Planning Specialist

Scott has helped hundreds of retirees & pre-retirees protect their assets, mitigate taxes, and maintain their lifestyles during retirement.

We sent you an email confirming the date and time of our call. Please mark it in your calendar. Like yours, our time is valuable, so it really is important that you arrive on time for this meeting.

This is a Zoom video conference. You will receive Zoom meeting instructions via email. If you need help with logging in to the meeting, please email smalone@rinconwealth.com.

If you're more than 5 minutes late to the call, unfortunately, it will need to be canceled. You will receive an email to reschedule your appointment.


Be prepared to talk about your expectations for retirement, your financial situation, and your desired lifestyle during retirement.


We look forward to speaking with you.

Until our call, if you have any questions, please email me at smalone@rinconwealth.com.

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