Hi *|FNAME|*
Retirement is a time of celebration and relaxation for your senior client.
They've worked hard for the opportunity to take time to do the things they enjoy in life. However, the financial aspect of planning for retirement can be challenging.
We advise being prepared ahead of time for this transition to avoid unexpected costs and unpleasant disappointments. To assist your client in this transition, we would like to provide you with a comprehensive financial retirement checklist below.
This checklist should help guide your client towards financial readiness so they can enjoy their retirement with total peace of mind.
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