--Apple-Mail=_19C7B93B-F8EF-40AE-B940-D9915E735EB0 Content-Transfer-Encoding: quoted-printable Content-Type: text/plain; charset=utf-8 Good morning, It will be a good experience to have this presentation=E2=80=A6.=20 Have a nice day, Julie > On Feb 4, 2020, at 3:11 PM, Timothy Thomas = wrote: >=20 > Hi Julie, >=20 > Here's an example of an introductory email to a financial planner. = Let's hope he responds, he's the biggest broker in Canada :) >=20 > ---------- Forwarded message --------- > From: Timothy Thomas > > Date: Tue, Feb 4, 2020 at 3:09 PM > Subject: Care Presentation > To: Kent, Bruce > >=20 >=20 > Hi Bruce, >=20 > I trust you're well. >=20 > If you recall we had provided your mother with some temporary care = services back in 2017. >=20 > At that time you had mentioned an interest in perhaps referring your = clients to our services. Since then we've developed a presentation for = the clients of Investment Advisors / Portfolio Managers as a lunch and = learn opportunity. This presentation allows your team a chance to invite = clients into your office to learn about the benefits of planning for = health changes in retirement. This can center around the following = subjects, much of which is discussed in this RBC article - = https://www.rbcroyalbank.com/retirement/retired/planning-for-health-change= s.html = > Estate Planning > Will / Power of attorney needs > Mandates of incapacity > Health Care Needs: Retirement residences vs In-Home Care >=20 > Would a member of your team be available to discuss this in more = detail? I'm free for a call tomorrow afternoon or Thursday morning.=20 >=20 > I look forward to hearing from you, > Tim >=20 > --=20 >=20 > Timothy Thomas = = > Director of Client Care & Development=20 > Tel: 514.907.5065 | Fax: 514.221.4265=20 > tt@homecareassistance.com | = Homecareassistancemontreal.ca > >=20 >=20 >=20 > --=20 >=20 > Timothy Thomas = = > Directeur de soins et d=C3=A9veloppement / > Director of Client Care & Development=20 > Tel: 514.907.5065 | Fax: 514.221.4265=20 > tt@homecareassistance.com | = Homecareassistancemontreal.ca > --Apple-Mail=_19C7B93B-F8EF-40AE-B940-D9915E735EB0 Content-Transfer-Encoding: quoted-printable Content-Type: text/html; charset=utf-8 Good = morning, It will be = a good experience to have this presentation=E2=80=A6. Have a nice = day, Julie On Feb 4, 2020, at 3:11 PM, = Timothy Thomas < tt@homecareassistance.com > wrote: Hi Julie, Here's an example of an introductory email to a financial = planner. Let's hope he responds, he's the biggest broker in Canada :) ---------- Forwarded message --------- From: Timothy = Thomas < tt@homecareassistance.com > Date: = Tue, Feb 4, 2020 at 3:09 PM Subject: Care Presentation To: Kent, Bruce < bruce.kent@rbc.com > Hi Bruce, I trust you're = well. If you = recall we had provided your mother with some tempora