Return-Path: Received: from puntd2.cc.uga.edu (puntd2.cc.uga.edu [128.192.1.121]) by punts3.cc.uga.edu (MOS 3.8.7a) with ESMTP id OOP16668; Wed, 28 Jan 2009 10:16:21 -0500 (EST) Received: from FCSgqtsg81 (75-137-185-140.dhcp.gwnt.ga.charter.com [75.137.185.140] (may be forged)) by puntd2.cc.uga.edu (MOS 3.8.7a) with ESMTP id WAE08315 (AUTH via LOGINBEFORESMTP); Wed, 28 Jan 2009 10:16:19 -0500 (EST) From: "Joseph W Goetz" To: "'Todd Lacey'" Cc: References: <24C3085CF5B74C408CB7F0CF28F203E5@KG003> Subject: RE: 401(k) consulting firm looking for a part time employee Date: Wed, 28 Jan 2009 10:16:18 -0500 Message-ID: <98A6E9E4C1424D6280284C333B89C285@FCSgqtsg81> MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_NextPart_000_0132_01C98131.76068850" X-Mailer: Microsoft Office Outlook 11 In-Reply-To: <24C3085CF5B74C408CB7F0CF28F203E5@KG003> Thread-Index: AcmAwoOX04rBtKtzTraGkUinHxXgOwAmCzdQ X-MimeOLE: Produced By Microsoft MimeOLE V6.00.2900.5579 X-Junkmail-Status: score=20/50, host=puntd2.cc.uga.edu X-Junkmail-Whitelist: YES (by domain whitelist at punts3.cc.uga.edu) This is a multi-part message in MIME format. ------=_NextPart_000_0132_01C98131.76068850 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi Todd,=20 =20 The current president of our Student Financial Planning Association = (SFPA) is Katie Crumbly. I've copied her on this message so she can post this information to the SFPA website.=20 =20 We are happy to make our students aware of this opportunity.=20 =20 Kind regards,=20 =20 Joe=20 =20 Joseph Goetz, Ph.D.=20 Family Financial Planning Program=20 UGA=20 706-542-2066 =20 _____ =20 From: Todd Lacey [mailto:todd@theklaritygroup.com]=20 Sent: Tuesday, January 27, 2009 4:02 PM To: goetz@uga.edu Subject: 401(k) consulting firm looking for a part time employee =20 Hi Joseph: I was given you name by recent UGA graduate who I asked about filling a position that we have open. We are an Athens-based 401(k) consulting = firm. We provide fiduciary and participant consulting services to small to mid-sized companies. We are looking to hire someone on a part time = basis to generate prospective clients over the phone and through other marketing efforts. We would teach this person the basics of the 401(k) and = investment industry in order to increase their marketing effectiveness. There = would also be the possibility of post graduation or full time summer = employment with us as well. This would be a paid position. We have not finalized the compensation = but it would have an incentive component to it. Is this a position that you would be willing to put on your list serve? Please let me know. =20 Thanks, Todd =20 =20 _______________________________________ C. Todd Lacey, AIF=AE Managing Partner The (k)larity Group =20 877.534.4030 x103 706.534.0924 x103 800.650.1195 fax www.theklaritygroup.com =20 A Member Firm of National Retirement Partners This email and any attachments are solely for the use of the intended recipient (or an authorized agent of the intended recipient). This communication may contain information that is proprietary, privileged, confidential or otherwise legally exempt from disclosure. If you have received this email by mistake, you are not authorized to read, print, retain, copy or disseminate it or any attachment. Please notify the = sender by reply email and delete this message and any attachments from your computer system. =20 To ensure compliance with applicable Internal Revenue Service = regulations, any tax advice contained in this email was not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under = the Internal Revenue Code. Please note that all trade orders are not accepted and are not acted = upon by email, facsimile, voicemail or with unlicensed personnel. All orders = must be communicated personally to your representative. Securities offered through NRP Financial, Inc., Member FINRA/SIPC and advisory services provided by NRP Advisors, Inc. =20 ------=_NextPart_000_0132_01C98131.76068850 Content-Type: text/html; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable

Hi Todd,

 

The current president of our Student Financial Planning = Association (SFPA) is Katie Crumbly. I've copied her on this message so she can post = this information to the SFPA website.

 

We are happy to make our students aware of this opportunity. =

 

Kind regards,

 

Joe

 

Joseph Goetz, Ph.D.

Family Financial Planning Program

UGA

706-542-2066

 

From: Todd = Lacey [mailto:todd@theklaritygroup.com]
Sent: Tuesday, January = 27, 2009 4:02 PM
To: goetz@uga.edu
Subject: 401(k) = consulting firm looking for a part time employee

 

Hi = Joseph:

I was given you name by recent UGA = graduate who I asked about filling a position that we have open.  We are an Athens-based 401(k) consulting firm.  We provide fiduciary and = participant consulting services to small to mid-sized companies.  We are = looking to hire someone on a part time basis to generate prospective clients over = the phone and through other marketing efforts.  We would teach this = person the basics of the 401(k) and investment industry in order to increase their marketing effectiveness.  There would also be the possibility of = post graduation or full time summer employment with us as = well.

This would be a paid position. =  We have not finalized the compensation but it would have an incentive component = to it.

Is this a position that you would be = willing to put on your list serve?

Please let me = know.

 

Thanks,

Todd

 

 

_______________________________________

C. = Todd Lacey, AIF=AE

Managing Partner

The (k)larity Group

=  

877.534.4030 x103

706.534.0924 x103

800.650.1195 fax

www.theklaritygroup.co= m

 

A Member Firm of National Retirement = Partners

This email and any attachments are solely for the use of the intended = recipient (or an authorized agent of the intended recipient). This communication may = contain information that is proprietary, privileged, confidential or otherwise = legally exempt from disclosure.  If you have received this email by = mistake, you are not authorized to read, print, retain, copy or disseminate it or any attachment.  Please notify the sender by reply email and delete = this message and any attachments from your computer system.  =

To ensure compliance with applicable Internal Revenue Service regulations, = any tax advice contained in this email was not intended or written to be used, = and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code.

Please note that all trade orders are not accepted and are not acted upon by = email, facsimile, voicemail or with unlicensed personnel.  All orders must = be communicated personally to your = representative.

Securities offered through NRP Financial, Inc., Member FINRA/SIPC and advisory = services provided by NRP Advisors, Inc.

 

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