Sandy Saves

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313 Blackstone Avenue
Ithaca, New York 14850
607-255-4405

Hi, I'm Sandy The Smart Saver and I want to tell you employers a little bit about my new Saving For Retirement program. But, first let me tell you a little bit about me.

I'm real. I'm not just another pretty face. I'm smart. I have my own personality. I'm cool. I have a sense of humor...some might say I'm a bit squirrely. I have a bite to me...in more ways than one.

I read the papers (Wall Street Journal, the New York Times, Barron's) you know, the standard stuff that the Wall Street guys read on the subway). I love Maria on CNBC. I always look forward to talking with the guys on "The Street." I'd really like to have my own chat room. As you can see, I'm not your average squirrel. And, from what I see and hear, there's a real-desperate need for solid, easy-to-understand information- education on saving for retirement.

How do I know that? Just about every Retirement Confidence Survey shows that most humans need help. Example: only one-third of Americans have even tried to calculate how many acorns ("how much money" for humans) they will need for retirement.

I also know that your folks don't want just the "same old, same old" stuff. And that's where I shine. I deliver my material with a sense of humor and bite to it. We take a light-hearted approach and make the whole saving for retirement program a "fun" event.

And I can deliver all sorts of neat stuff....posters, flyers, tent-cards for the cafeteria, letters - post cards payroll envelope stuffers, newsletters, e-mail (yes, I use a computer)...you name it. And we can dream up all kinds of promotional stuff like my cool Sandy The Smart Saver T-shirts, coffee mugs, crying towels (for people who didn't sign up for their 401(k)), etc, etc. We can also customize our stuff with your logo. Of course, I get first billing.

As you can see, I'm a little nuts about saving for retirement. Why? Because I am like so many of your plan participants. I know I'm responsible for developing and implementing my own retirement plan. I'm the CEO in charge of my retirement. And, that's the way I like it because I'm in control.

For more information on how you can "get with the program", get in touch with my agent (Bob Julian at Retirement Planning Associates (607-255-4405 – email rrj1@cornell.edu) and tell him "Sandy Sent Me" and he can (I hope, he's a work in progress) answer your questions. And in the meantime, keep up the good work. Your participants are counting on you.