✅ You’re All Set!
Thanks for scheduling your retirement strategy session with Marc Trost.
We’ve received your appointment and it’s officially on the calendar. You’ll receive a confirmation email and text shortly with all the details.
In the meantime, here’s what happens next:
What to Expect:
- One of our team members will give you a quick call within the next business day to confirm any final details.
- During your session, Marc will review your current situation, listen to your goals, and help you identify smart, strategic steps toward a stronger retirement plan.
- There’s no cost and no pressure. Just clarity and expert guidance.
Before We Meet:
When you schedule a free strategy session with Marc Trost, here’s what you can expect:
Take a few minutes to check out these free resources to get the most out of your session:
Listen to an Episode:
Smart Money Moves with Marc Trost [link to podcast]
Download Our Free Guide:
How to Reduce Taxes in Retirement with Roth Conversions [link to lead magnet funnel]
Watch Marc’s Personal Story:
See why he started helping families retire smarter [link to video or About page]
If you have any questions before we meet, feel free to reach out at
[insert phone/email].
We’re looking forward to helping you take your next smart money step.
